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 | $67,248 | $78,694-14.5% | $67,652-0.6% | $125,391-46.4% |
| Participation rate | 70.6% | 78.8%-8.2pp | 75.7%-5.1pp | 83.2%-12.6pp |
| Annual return | -0.27% | 9.46%-9.7pp | 6625.04%-6625.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $333 | $3,044-89.1% | $2,266-85.3% | $4,866-93.2% |
| Participant deferral / active EE | $1,526 | $4,292-64.4% | $3,560-57.1% | $5,352-71.5% |
| Admin fee / account holder | $17,721 | $7,403+139.4% | $4,821+267.6% | $9,540+85.7% |