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 | $166,908 | $110,094+51.6% | $151,611+10.1% | $68,494+143.7% |
| Participation rate | 70.6% | 84.0%-13.4pp | 87.5%-16.9pp | 67.9%+2.7pp |
| Annual return | -17.50% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,648 | $6,527+78.4% | $8,363+39.3% | $4,027+189.2% |
| Admin fee / account holder | $2,766 | $7,719-64.2% | $11,616-76.2% | $5,403-48.8% |