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 | $97,411 | $81,900+18.9% | $119,609-18.6% | $68,494+42.2% |
| Participation rate | 70.0% | 71.9%-1.9pp | 79.3%-9.3pp | 67.9%+2.1pp |
| Annual return | -11.89% | -23.82%+11.9pp | -14.97%+3.1pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,292 | $4,148-20.6% | $5,602-41.2% | $4,027-18.2% |
| Admin fee / account holder | $25,124 | $6,582+281.7% | $10,323+143.4% | $5,403+365.0% |