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 | $80,330 | $49,177+63.3% | $79,464+1.1% | $64,186+25.2% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.6%+15.0pp |
| Annual return | -7.95% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,848 | $2,821+142.7% | $3,704+84.9% | $3,470+97.4% |
| Admin fee / account holder | $8,365 | $3,839+117.9% | $5,113+63.6% | $4,888+71.1% |