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 | $54,150 | $54,350-0.4% | $82,719-34.5% | $68,494-20.9% |
| Participation rate | 70.4% | 63.9%+6.5pp | 72.6%-2.2pp | 67.9%+2.5pp |
| Annual return | -14.30% | -13.67%-0.6pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,188 | $3,246-1.8% | $4,395-27.5% | $4,027-20.8% |
| Admin fee / account holder | $3,311 | $4,395-24.7% | $5,329-37.9% | $5,403-38.7% |