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 | $58,223 | $59,805-2.6% | $79,550-26.8% | $68,494-15.0% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.5%+25.3pp | 67.9%+26.8pp |
| Annual return | -16.60% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | -$211 | $1,505-114.0% | $2,413-108.8% | $2,596-108.1% |
| Participant deferral / active EE | $6,129 | $3,024+102.7% | $3,985+53.8% | $4,027+52.2% |
| Admin fee / account holder | $17,980 | $4,835+271.9% | $6,832+163.2% | $5,403+232.8% |