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 | $197,323 | $54,229+263.9% | $70,092+181.5% | $68,494+188.1% |
| Participation rate | 80.8% | 64.5%+16.3pp | 70.5%+10.3pp | 67.9%+12.9pp |
| Annual return | -11.94% | -13.87%+1.9pp | 190.73%-202.7pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,531 | $2,956+53.3% | $3,849+17.7% | $4,027+12.5% |
| Admin fee / account holder | $149,528 | $4,694+3085.3% | $6,267+2286.1% | $5,403+2667.6% |