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 | $82,942 | $77,813+6.6% | $123,544-32.9% | $64,186+29.2% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -3.57% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $114 | $3,014-96.2% | $4,628-97.5% | $2,381-95.2% |
| Participant deferral / active EE | $8,375 | $5,240+59.8% | $6,426+30.3% | $3,470+141.4% |
| Admin fee / account holder | $20,014 | $5,519+262.7% | $9,284+115.6% | $4,888+309.5% |