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 | $109,356 | $73,004+49.8% | $90,749+20.5% | $68,494+59.7% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -15.52% | -13.81%-1.7pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $288 | $2,193-86.8% | $2,921-90.1% | $2,596-88.9% |
| Participant deferral / active EE | $4,596 | $3,627+26.7% | $4,564+0.7% | $4,027+14.1% |
| Admin fee / account holder | $22,937 | $5,896+289.0% | $8,445+171.6% | $5,403+324.5% |