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 | $121,402 | $82,664+46.9% | $125,339-3.1% | $68,494+77.2% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,150 | $6,110+82.5% | $7,446+49.7% | $4,027+176.9% |
| Admin fee / account holder | $3,696 | $6,275-41.1% | $10,010-63.1% | $5,403-31.6% |