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 | $79,527 | $82,286-3.4% | $68,791+15.6% | $134,475-40.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -19.35% | -2.19%-17.2pp | -6.38%-13.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,567 | $4,739-24.7% | $3,941-9.5% | $6,400-44.3% |
| Admin fee / account holder | $1,131 | $6,481-82.6% | $4,932-77.1% | $11,426-90.1% |