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 | $60,856 | $64,707-6.0% | $112,228-45.8% | $68,494-11.2% |
| Participation rate | 92.7% | 67.2%+25.6pp | 75.1%+17.7pp | 67.9%+24.8pp |
| Annual return | -18.05% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,736 | $3,565+88.9% | $4,728+42.5% | $4,027+67.3% |
| Admin fee / account holder | $755 | $5,232-85.6% | $6,410-88.2% | $5,403-86.0% |