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 | $91,429 | $82,664+10.6% | $125,339-27.1% | $68,494+33.5% |
| Participation rate | 75.7% | 75.0%+0.6pp | 82.4%-6.7pp | 67.9%+7.8pp |
| Annual return | -14.96% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | -$73 | $3,381-102.2% | $4,814-101.5% | $2,596-102.8% |
| Participant deferral / active EE | $11,328 | $6,110+85.4% | $7,446+52.1% | $4,027+181.3% |
| Admin fee / account holder | $2,430 | $6,275-61.3% | $10,010-75.7% | $5,403-55.0% |