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 | $123,726 | $73,867+67.5% | $143,757-13.9% | $68,494+80.6% |
| Participation rate | 75.6% | 66.7%+9.0pp | 80.3%-4.7pp | 67.9%+7.7pp |
| Annual return | -14.24% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,558 | $3,384+5.1% | $5,637-36.9% | $4,027-11.7% |
| Admin fee / account holder | $8,277 | $5,755+43.8% | $14,673-43.6% | $5,403+53.2% |