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 | $57,079 | $54,350+5.0% | $82,719-31.0% | $68,494-16.7% |
| Participation rate | 88.1% | 63.9%+24.2pp | 72.6%+15.5pp | 67.9%+20.2pp |
| Annual return | -15.27% | -13.67%-1.6pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,979 | $3,246+84.2% | $4,395+36.0% | $4,027+48.5% |
| Admin fee / account holder | $5,828 | $4,395+32.6% | $5,329+9.4% | $5,403+7.9% |