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 | $39,282 | $72,177-45.6% | $115,037-65.9% | $59,632-34.1% |
| Participation rate | 72.5% | 72.6%0pp | 81.4%-8.8pp | 68.7%+3.9pp |
| Annual return | -1.11% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,694 | $4,783-22.8% | $6,026-38.7% | $3,192+15.7% |
| Admin fee / account holder | $618 | $4,927-87.4% | $8,175-92.4% | $4,297-85.6% |