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 | $55,002 | $92,222-40.4% | $76,768-28.4% | $135,375-59.4% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -0.88% | 5.46%-6.3pp | 2.43%-3.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,114 | $4,509+57.8% | $3,852+84.7% | $5,609+26.8% |
| Admin fee / account holder | $30,844 | $10,748+187.0% | $6,675+362.1% | $10,827+184.9% |