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 | $141,618 | $142,344-0.5% | $119,609+18.4% | $134,475+5.3% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -17.02% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $319 | $5,222-93.9% | $4,232-92.5% | $4,740-93.3% |
| Participant deferral / active EE | $5,283 | $6,469-18.3% | $5,602-5.7% | $6,400-17.5% |
| Admin fee / account holder | $1,589 | $13,584-88.3% | $10,323-84.6% | $11,426-86.1% |