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 | $57,843 | $77,813-25.7% | $123,544-53.2% | $64,186-9.9% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.3%-10.1pp | 69.6%+2.7pp |
| Annual return | -7.12% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,433 | $5,240-15.4% | $6,426-31.0% | $3,470+27.8% |
| Admin fee / account holder | $2,612 | $5,519-52.7% | $9,284-71.9% | $4,888-46.6% |