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 | $74,482 | $174,896-57.4% | $125,339-40.6% | - |
| Participation rate | 82.8% | 70.4%+12.4pp | 82.4%+0.5pp | - |
| Annual return | -14.60% | -12.90%-1.7pp | 572.05%-586.7pp | - |
| Employer contribution / active EE | $1,967 | $3,570-44.9% | $4,814-59.1% | - |
| Participant deferral / active EE | $6,196 | $6,354-2.5% | $7,446-16.8% | - |
| Admin fee / account holder | $932 | $56,117-98.3% | $10,010-90.7% | - |