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 | $51,824 | $82,664-37.3% | $125,339-58.7% | $68,494-24.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $182 | $3,381-94.6% | $4,814-96.2% | $2,596-93.0% |
| Participant deferral / active EE | $4,192 | $6,110-31.4% | $7,446-43.7% | $4,027+4.1% |
| Admin fee / account holder | $6,842 | $6,275+9.0% | $10,010-31.6% | $5,403+26.6% |