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 | $64,916 | $97,044-33.1% | $83,333-22.1% | $135,375-52.0% |
| Participation rate | 95.0% | 80.4%+14.6pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -0.18% | 12.31%-12.5pp | 10.63%-10.8pp | 519.73%-519.9pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,740 | $5,964-70.8% | $5,565-68.7% | $5,609-69.0% |
| Admin fee / account holder | $42,471 | $8,380+406.8% | $7,510+465.5% | $10,827+292.3% |