See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,441 | $76,000+12.4% | $154,107-44.6% | $64,186+33.1% |
| Participation rate | 83.7% | 70.4%+13.3pp | 83.0%+0.7pp | 69.6%+14.2pp |
| Annual return | -5.99% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,385 | $3,175+101.1% | $5,081+25.7% | $3,470+84.0% |
| Admin fee / account holder | $11,838 | $5,596+111.5% | $13,411-11.7% | $4,888+142.2% |