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 | $42,274 | $67,331-37.2% | $60,874-30.6% | $134,475-68.6% |
| Participation rate | 82.4% | 76.2%+6.2pp | 73.1%+9.2pp | 81.2%+1.1pp |
| Annual return | -15.59% | 49.93%-65.5pp | 16.90%-32.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $388 | $3,096-87.5% | $2,701-85.7% | $4,740-91.8% |
| Participant deferral / active EE | $4,631 | $4,538+2.0% | $3,817+21.3% | $6,400-27.6% |
| Admin fee / account holder | $10,178 | $4,582+122.1% | $3,224+215.7% | $11,426-10.9% |