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 | $102,205 | $72,404+41.2% | $110,238-7.3% | $64,186+59.2% |
| Participation rate | 82.1% | 73.3%+8.7pp | 79.8%+2.2pp | 69.6%+12.5pp |
| Annual return | -7.01% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,197 | $3,469+49.8% | $4,672+11.2% | $3,470+49.8% |
| Admin fee / account holder | $2,064 | $5,664-63.6% | $8,547-75.9% | $4,888-57.8% |