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 | $149,669 | $54,229+176.0% | $70,092+113.5% | $68,494+118.5% |
| Participation rate | 75.9% | 64.5%+11.4pp | 70.5%+5.4pp | 67.9%+8.0pp |
| Annual return | -16.11% | -13.87%-2.2pp | 190.73%-206.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,311 | $2,956+12.0% | $3,849-14.0% | $4,027-17.8% |
| Admin fee / account holder | $1,042 | $4,694-77.8% | $6,267-83.4% | $5,403-80.7% |