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 | $71,540 | $73,004-2.0% | $90,749-21.2% | $68,494+4.4% |
| Participation rate | 82.1% | 70.8%+11.3pp | 75.7%+6.5pp | 67.9%+14.3pp |
| Annual return | -17.10% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,024 | $3,627+38.5% | $4,564+10.1% | $4,027+24.8% |
| Admin fee / account holder | $7,260 | $5,896+23.1% | $8,445-14.0% | $5,403+34.4% |