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 | $73,768 | $58,083+27.0% | $80,019-7.8% | $56,287+31.1% |
| Participation rate | 77.5% | 73.6%+3.9pp | 75.8%+1.6pp | 69.9%+7.6pp |
| Annual return | -4.34% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,762 | $3,135+20.0% | $3,686+2.1% | $3,350+12.3% |
| Admin fee / account holder | $7,609 | $623+1122.2% | $6,521+16.7% | $521+1360.6% |