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 | $80,269 | $54,350+47.7% | $82,719-3.0% | $68,494+17.2% |
| Participation rate | 84.1% | 63.9%+20.2pp | 72.6%+11.5pp | 67.9%+16.2pp |
| Annual return | -15.60% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,161 | $3,246+182.2% | $4,395+108.4% | $4,027+127.5% |
| Admin fee / account holder | $10,418 | $4,395+137.0% | $5,329+95.5% | $5,403+92.8% |