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 | $87,752 | $73,867+18.8% | $143,757-39.0% | $68,494+28.1% |
| Participation rate | 76.3% | 66.7%+9.6pp | 80.3%-4.1pp | 67.9%+8.4pp |
| Annual return | -12.74% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,574 | $3,384+5.6% | $5,637-36.6% | $4,027-11.2% |
| Admin fee / account holder | $7,600 | $5,755+32.1% | $14,673-48.2% | $5,403+40.7% |