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 | $26,057 | $140,578-81.5% | $100,671-74.1% | $125,391-79.2% |
| Participation rate | 92.9% | 80.4%+12.5pp | 70.7%+22.1pp | 83.2%+9.7pp |
| Annual return | -2.21% | 24.67%-26.9pp | 20.43%-22.6pp | 282.22%-284.4pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,107 | $3,981+103.6% | $3,144+157.9% | $5,352+51.5% |
| Admin fee / account holder | $2,745 | $6,716-59.1% | $4,850-43.4% | $9,540-71.2% |