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 | $98,943 | $110,094-10.1% | $151,611-34.7% | $68,494+44.5% |
| Participation rate | 70.7% | 84.0%-13.3pp | 87.5%-16.8pp | 67.9%+2.8pp |
| Annual return | -10.84% | -10.12%-0.7pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | -$104 | $4,471-102.3% | $6,166-101.7% | $2,596-104.0% |
| Participant deferral / active EE | $5,766 | $6,527-11.7% | $8,363-31.1% | $4,027+43.2% |
| Admin fee / account holder | $26,157 | $7,719+238.9% | $11,616+125.2% | $5,403+384.1% |