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 | $111,030 | $105,860+4.9% | $90,749+22.3% | $134,475-17.4% |
| Participation rate | 79.2% | 78.2%+0.9pp | 75.7%+3.5pp | 81.2%-2.1pp |
| Annual return | -12.53% | -11.01%-1.5pp | -12.16%-0.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,535 | $5,216-13.1% | $4,564-0.6% | $6,400-29.1% |
| Admin fee / account holder | $1,365 | $13,938-90.2% | $8,445-83.8% | $11,426-88.1% |