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 | $64,595 | $64,707-0.2% | $112,228-42.4% | $68,494-5.7% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -13.46% | -11.40%-2.1pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,441 | $3,565-31.5% | $4,728-48.4% | $4,027-39.4% |
| Admin fee / account holder | $21,174 | $5,232+304.7% | $6,410+230.3% | $5,403+291.9% |