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 | $71,723 | $64,707+10.8% | $112,228-36.1% | $68,494+4.7% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | -17.85% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $101 | $2,746-96.3% | $3,635-97.2% | $2,596-96.1% |
| Participant deferral / active EE | $6,332 | $3,565+77.6% | $4,728+33.9% | $4,027+57.2% |
| Admin fee / account holder | $8,335 | $5,232+59.3% | $6,410+30.0% | $5,403+54.3% |