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 | $63,721 | $64,871-1.8% | $129,110-50.6% | $66,914-4.8% |
| Participation rate | 76.5% | 74.0%+2.5pp | 77.3%-0.8pp | 69.8%+6.7pp |
| Annual return | -14.61% | -12.21%-2.4pp | -10.94%-3.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $939 | $3,741-74.9% | $5,052-81.4% | $2,544-63.1% |
| Participant deferral / active EE | $3,147 | $5,090-38.2% | $6,542-51.9% | $4,237-25.7% |
| Admin fee / account holder | $5,534 | $629+779.8% | $14,302-61.3% | $593+832.8% |