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 | $71,634 | $59,107+21.2% | $86,436-17.1% | $68,494+4.6% |
| Participation rate | 78.6% | 75.2%+3.3pp | 80.3%-1.8pp | 67.9%+10.7pp |
| Annual return | -18.94% | -0.23%-18.7pp | 4394.89%-4413.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,799 | $5,901+32.2% | $6,952+12.2% | $4,027+93.6% |
| Admin fee / account holder | $6,290 | $5,637+11.6% | $6,731-6.6% | $5,403+16.4% |