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 | $16,900 | $27,641-38.9% | $61,373-72.5% | $68,494-75.3% |
| Participation rate | 70.7% | 39.5%+31.2pp | 52.6%+18.2pp | 67.9%+2.8pp |
| Annual return | -15.76% | -13.24%-2.5pp | 338.61%-354.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $827 | $1,263-34.5% | $2,125-61.1% | $4,027-79.5% |
| Admin fee / account holder | $3,289 | $2,010+63.6% | $2,130+54.4% | $5,403-39.1% |