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 | $86,151 | $92,222-6.6% | $76,768+12.2% | $135,375-36.4% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -5.95% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,916 | $4,509-13.1% | $3,852+1.7% | $5,609-30.2% |
| Admin fee / account holder | $20,970 | $10,748+95.1% | $6,675+214.2% | $10,827+93.7% |