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 | $22,659 | $76,000-70.2% | $154,107-85.3% | $64,186-64.7% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.2pp | 69.6%+17.7pp |
| Annual return | -3.31% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,907 | $3,175+23.1% | $5,081-23.1% | $3,470+12.6% |
| Admin fee / account holder | $6,298 | $5,596+12.5% | $13,411-53.0% | $4,888+28.8% |