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 | $79,791 | $64,707+23.3% | $112,228-28.9% | $68,494+16.5% |
| Participation rate | 98.2% | 67.2%+31.1pp | 75.1%+23.2pp | 67.9%+30.3pp |
| Annual return | -13.72% | -11.40%-2.3pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $446 | $2,746-83.7% | $3,635-87.7% | $2,596-82.8% |
| Participant deferral / active EE | $6,079 | $3,565+70.5% | $4,728+28.6% | $4,027+51.0% |
| Admin fee / account holder | $3,481 | $5,232-33.5% | $6,410-45.7% | $5,403-35.6% |