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 | $66,079 | $59,805+10.5% | $79,550-16.9% | $68,494-3.5% |
| Participation rate | 93.3% | 61.1%+32.3pp | 69.5%+23.8pp | 67.9%+25.4pp |
| Annual return | -16.17% | -12.30%-3.9pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,650 | $3,024+53.8% | $3,985+16.7% | $4,027+15.5% |
| Admin fee / account holder | $997 | $4,835-79.4% | $6,832-85.4% | $5,403-81.5% |