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 | $67,489 | $110,094-38.7% | $151,611-55.5% | $68,494-1.5% |
| Participation rate | 75.5% | 84.0%-8.5pp | 87.5%-12.0pp | 67.9%+7.6pp |
| Annual return | -17.40% | -10.12%-7.3pp | 3.33%-20.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,444 | $6,527+106.0% | $8,363+60.7% | $4,027+233.8% |
| Admin fee / account holder | $1,100 | $7,719-85.7% | $11,616-90.5% | $5,403-79.6% |