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 | $113,415 | $54,229+109.1% | $70,092+61.8% | $68,494+65.6% |
| Participation rate | 80.6% | 64.5%+16.1pp | 70.5%+10.1pp | 67.9%+12.7pp |
| Annual return | -15.57% | -13.87%-1.7pp | 190.73%-206.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,839 | $2,956+131.4% | $3,849+77.7% | $4,027+69.8% |
| Admin fee / account holder | $5,533 | $4,694+17.9% | $6,267-11.7% | $5,403+2.4% |