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 | $35,417 | $133,958-73.6% | $112,228-68.4% | $134,475-73.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -15.95% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,462 | $5,291+22.1% | $4,728+36.7% | $6,400+1.0% |
| Admin fee / account holder | $63,683 | $7,489+750.4% | $6,410+893.5% | $11,426+457.4% |