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 5-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 | $38,772 | $82,664-53.1% | $125,339-69.1% | $68,494-43.4% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $559 | $3,381-83.5% | $4,814-88.4% | $2,596-78.5% |
| Participant deferral / active EE | $4,647 | $6,110-23.9% | $7,446-37.6% | $4,027+15.4% |
| Admin fee / account holder | $9,673 | $6,275+54.1% | $10,010-3.4% | $5,403+79.0% |