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 | $75,490 | $73,867+2.2% | $143,757-47.5% | $68,494+10.2% |
| Participation rate | 88.1% | 66.7%+21.5pp | 80.3%+7.8pp | 67.9%+20.2pp |
| Annual return | -10.04% | 1.01%-11.0pp | -0.04%-10.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,495 | $3,384+62.4% | $5,637-2.5% | $4,027+36.4% |
| Admin fee / account holder | $57,855 | $5,755+905.4% | $14,673+294.3% | $5,403+970.9% |