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 | $69,366 | $82,664-16.1% | $125,339-44.7% | $68,494+1.3% |
| Participation rate | 77.4% | 75.0%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -4.33% | -5.97%+1.6pp | 572.05%-576.4pp | -7.84%+3.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,172 | $6,110+82.8% | $7,446+50.0% | $4,027+177.4% |
| Admin fee / account holder | $11,778 | $6,275+87.7% | $10,010+17.7% | $5,403+118.0% |