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 | $94,148 | $95,862-1.8% | $79,550+18.4% | $134,475-30.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -16.42% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $86 | $3,128-97.2% | $2,413-96.4% | $4,740-98.2% |
| Participant deferral / active EE | $3,403 | $4,693-27.5% | $3,985-14.6% | $6,400-46.8% |
| Admin fee / account holder | $35,877 | $9,126+293.1% | $6,832+425.1% | $11,426+214.0% |