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 | $79,672 | $72,404+10.0% | $110,238-27.7% | $64,186+24.1% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | -5.22% | -6.29%+1.1pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,004 | $3,469-13.4% | $4,672-35.7% | $3,470-13.4% |
| Admin fee / account holder | $14,464 | $5,664+155.4% | $8,547+69.2% | $4,888+195.9% |