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 | $67,817 | $82,664-18.0% | $125,339-45.9% | $68,494-1.0% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -15.68% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $175 | $3,381-94.8% | $4,814-96.4% | $2,596-93.3% |
| Participant deferral / active EE | $3,855 | $6,110-36.9% | $7,446-48.2% | $4,027-4.3% |
| Admin fee / account holder | $13,077 | $6,275+108.4% | $10,010+30.6% | $5,403+142.0% |