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 | $52,737 | $82,664-36.2% | $125,339-57.9% | $68,494-23.0% |
| Participation rate | 73.2% | 75.0%-1.8pp | 82.4%-9.2pp | 67.9%+5.3pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,707 | $6,110+26.1% | $7,446+3.5% | $4,027+91.4% |
| Admin fee / account holder | $1,346 | $6,275-78.6% | $10,010-86.6% | $5,403-75.1% |