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 | $51,130 | $95,862-46.7% | $79,550-35.7% | $134,475-62.0% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -11.45% | -2.69%-8.8pp | 0.16%-11.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,780 | $4,693-19.4% | $3,985-5.1% | $6,400-40.9% |
| Admin fee / account holder | $680 | $9,126-92.5% | $6,832-90.0% | $11,426-94.0% |