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 | $62,714 | $78,694-20.3% | $67,652-7.3% | $125,391-50.0% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+9.0pp | 83.2%+1.4pp |
| Annual return | -0.27% | 9.46%-9.7pp | 6625.04%-6625.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,241 | $4,292-24.5% | $3,560-8.9% | $5,352-39.4% |
| Admin fee / account holder | $14,261 | $7,403+92.6% | $4,821+195.8% | $9,540+49.5% |