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 | $20,983 | $54,229-61.3% | $70,092-70.1% | $68,494-69.4% |
| Participation rate | 97.1% | 64.5%+32.6pp | 70.5%+26.6pp | 67.9%+29.2pp |
| Annual return | -14.03% | -13.87%-0.2pp | 190.73%-204.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $175 | $2,018-91.3% | $2,559-93.2% | $2,596-93.2% |
| Participant deferral / active EE | $3,216 | $2,956+8.8% | $3,849-16.4% | $4,027-20.1% |
| Admin fee / account holder | $2,376 | $4,694-49.4% | $6,267-62.1% | $5,403-56.0% |