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 | $66,196 | $71,883-7.9% | $86,677-23.6% | $68,494-3.4% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -15.73% | 3.52%-19.3pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $335 | $2,173-84.6% | $2,836-88.2% | $2,596-87.1% |
| Participant deferral / active EE | $2,772 | $3,779-26.6% | $4,656-40.5% | $4,027-31.2% |
| Admin fee / account holder | $13,368 | $6,112+118.7% | $7,493+78.4% | $5,403+147.4% |