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 | $49,506 | $67,331-26.5% | $60,874-18.7% | $134,475-63.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.1%+11.5pp | 81.2%+3.4pp |
| Annual return | -8.87% | 49.93%-58.8pp | 16.90%-25.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,250 | $4,538-72.4% | $3,817-67.2% | $6,400-80.5% |
| Admin fee / account holder | $7,488 | $4,582+63.4% | $3,224+132.2% | $11,426-34.5% |