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 | $124,537 | $81,900+52.1% | $119,609+4.1% | $68,494+81.8% |
| Participation rate | 84.0% | 71.9%+12.1pp | 79.3%+4.7pp | 67.9%+16.1pp |
| Annual return | -15.75% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,928 | $4,148+42.9% | $5,602+5.8% | $4,027+47.2% |
| Admin fee / account holder | $6,415 | $6,582-2.5% | $10,323-37.9% | $5,403+18.7% |