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 | $76,519 | $76,000+0.7% | $154,107-50.3% | $64,186+19.2% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.5pp | 69.6%+21.0pp |
| Annual return | -6.12% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,086 | $3,175-65.8% | $5,081-78.6% | $3,470-68.7% |
| Admin fee / account holder | $1,612 | $5,596-71.2% | $13,411-88.0% | $4,888-67.0% |