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 | $70,614 | $82,664-14.6% | $125,339-43.7% | $68,494+3.1% |
| Participation rate | 71.9% | 75.0%-3.2pp | 82.4%-10.5pp | 67.9%+4.0pp |
| Annual return | -18.34% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $310 | $3,381-90.8% | $4,814-93.6% | $2,596-88.1% |
| Participant deferral / active EE | $3,886 | $6,110-36.4% | $7,446-47.8% | $4,027-3.5% |
| Admin fee / account holder | $13,522 | $6,275+115.5% | $10,010+35.1% | $5,403+150.3% |