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 | $41,437 | $59,107-29.9% | $86,436-52.1% | $68,494-39.5% |
| Participation rate | 70.7% | 75.2%-4.5pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | -16.41% | -0.23%-16.2pp | 4394.89%-4411.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,303 | $5,901-44.0% | $6,952-52.5% | $4,027-18.0% |
| Admin fee / account holder | $8,421 | $5,637+49.4% | $6,731+25.1% | $5,403+55.9% |