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 | $94,296 | $42,894+119.8% | $60,874+54.9% | $68,494+37.7% |
| Participation rate | 93.9% | 66.8%+27.1pp | 73.1%+20.8pp | 67.9%+26.1pp |
| Annual return | -10.24% | -13.98%+3.7pp | 16.90%-27.1pp | -7.84%-2.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,275 | $2,867+118.9% | $3,817+64.4% | $4,027+55.8% |
| Admin fee / account holder | $3,071 | $3,101-1.0% | $3,224-4.7% | $5,403-43.2% |