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 | $34,873 | $77,813-55.2% | $123,544-71.8% | $64,186-45.7% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | -1.54% | 12.48%-14.0pp | 119.20%-120.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,550 | $5,240+44.1% | $6,426+17.5% | $3,470+117.6% |
| Admin fee / account holder | $5,578 | $5,519+1.1% | $9,284-39.9% | $4,888+14.1% |