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 | $79,072 | $81,900-3.5% | $119,609-33.9% | $68,494+15.4% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -16.63% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $485 | $2,693-82.0% | $4,232-88.5% | $2,596-81.3% |
| Participant deferral / active EE | $3,973 | $4,148-4.2% | $5,602-29.1% | $4,027-1.3% |
| Admin fee / account holder | $32,842 | $6,582+399.0% | $10,323+218.1% | $5,403+507.9% |