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 | $22,423 | $82,664-72.9% | $125,339-82.1% | $68,494-67.3% |
| Participation rate | 70.2% | 75.0%-4.8pp | 82.4%-12.2pp | 67.9%+2.3pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,309 | $6,110-29.5% | $7,446-42.1% | $4,027+7.0% |
| Admin fee / account holder | $3,218 | $6,275-48.7% | $10,010-67.9% | $5,403-40.4% |