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 | $106,808 | $64,707+65.1% | $112,228-4.8% | $68,494+55.9% |
| Participation rate | 80.6% | 67.2%+13.5pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -14.72% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $590 | $2,746-78.5% | $3,635-83.8% | $2,596-77.3% |
| Participant deferral / active EE | $4,084 | $3,565+14.6% | $4,728-13.6% | $4,027+1.4% |
| Admin fee / account holder | $16,723 | $5,232+219.6% | $6,410+160.9% | $5,403+209.5% |