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 | $51,851 | $95,971-46.0% | $74,550-30.4% | $135,375-61.7% |
| Participation rate | 79.2% | 75.7%+3.5pp | 69.1%+10.0pp | 82.6%-3.5pp |
| Annual return | -4.46% | 56.96%-61.4pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,818 | $3,843-52.7% | $3,108-41.5% | $5,609-67.6% |
| Admin fee / account holder | $1,811 | $6,522-72.2% | $5,060-64.2% | $10,827-83.3% |