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 | $64,667 | $100,754-35.8% | $86,677-25.4% | $134,475-51.9% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.3pp | 81.2%+14.6pp |
| Annual return | -9.20% | 29.04%-38.2pp | 35.91%-45.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,734 | $5,338-48.8% | $4,656-41.3% | $6,400-57.3% |
| Admin fee / account holder | $25,123 | $10,926+129.9% | $7,493+235.3% | $11,426+119.9% |