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 4-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 | $89,286 | $82,664+8.0% | $125,339-28.8% | $68,494+30.4% |
| Participation rate | 71.8% | 75.0%-3.2pp | 82.4%-10.6pp | 67.9%+3.9pp |
| Annual return | -13.45% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $192 | $3,381-94.3% | $4,814-96.0% | $2,596-92.6% |
| Participant deferral / active EE | $9,810 | $6,110+60.5% | $7,446+31.7% | $4,027+143.6% |
| Admin fee / account holder | $65,694 | $6,275+946.8% | $10,010+556.3% | $5,403+1115.9% |