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 | $67,182 | $95,862-29.9% | $79,550-15.5% | $134,475-50.0% |
| Participation rate | 72.2% | 75.0%-2.8pp | 69.5%+2.7pp | 81.2%-9.0pp |
| Annual return | -16.34% | -2.69%-13.7pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,383 | $4,693-70.5% | $3,985-65.3% | $6,400-78.4% |
| Admin fee / account holder | $5,130 | $9,126-43.8% | $6,832-24.9% | $11,426-55.1% |