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 | $116,091 | $76,912+50.9% | $129,110-10.1% | $68,494+69.5% |
| Participation rate | 75.9% | 69.1%+6.7pp | 77.3%-1.4pp | 67.9%+8.0pp |
| Annual return | -11.39% | -9.78%-1.6pp | -10.94%-0.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,575 | $4,732-24.5% | $6,542-45.4% | $4,027-11.2% |
| Admin fee / account holder | $10,371 | $6,638+56.2% | $14,302-27.5% | $5,403+92.0% |