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 | $142,659 | $45,863+211.1% | $77,024+85.2% | $68,494+108.3% |
| Participation rate | 96.6% | 55.9%+40.6pp | 67.9%+28.6pp | 67.9%+28.7pp |
| Annual return | -17.80% | 1.72%-19.5pp | 42.32%-60.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,604 | $2,962+359.2% | $4,426+207.3% | $4,027+237.8% |
| Admin fee / account holder | $1,970 | $3,041-35.2% | $5,425-63.7% | $5,403-63.5% |