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 | $43,700 | $72,404-39.6% | $110,238-60.4% | $64,186-31.9% |
| Participation rate | 73.2% | 73.3%-0.1pp | 79.8%-6.6pp | 69.6%+3.6pp |
| Annual return | -4.59% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $518 | $2,282-77.3% | $3,826-86.5% | $2,381-78.2% |
| Participant deferral / active EE | $3,593 | $3,469+3.6% | $4,672-23.1% | $3,470+3.6% |
| Admin fee / account holder | $11,703 | $5,664+106.6% | $8,547+36.9% | $4,888+139.4% |