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 | $65,264 | $105,860-38.3% | $90,749-28.1% | $134,475-51.5% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | -17.52% | -11.01%-6.5pp | -12.16%-5.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $140 | $3,462-96.0% | $2,921-95.2% | $4,740-97.0% |
| Participant deferral / active EE | $3,094 | $5,216-40.7% | $4,564-32.2% | $6,400-51.7% |
| Admin fee / account holder | $20,135 | $13,938+44.5% | $8,445+138.4% | $11,426+76.2% |