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 | $67,043 | $57,354+16.9% | $83,848-20.0% | $64,186+4.5% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -6.47% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $274 | $2,545-89.2% | $3,631-92.5% | $2,381-88.5% |
| Participant deferral / active EE | $3,439 | $2,993+14.9% | $4,082-15.8% | $3,470-0.9% |
| Admin fee / account holder | $3,169 | $4,046-21.7% | $5,478-42.1% | $4,888-35.2% |