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 | $21,363 | $95,862-77.7% | $79,550-73.1% | $134,475-84.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -18.30% | -2.69%-15.6pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,360 | $4,693-7.1% | $3,985+9.4% | $6,400-31.9% |
| Admin fee / account holder | $2,265 | $9,126-75.2% | $6,832-66.8% | $11,426-80.2% |