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 | $78,057 | $54,350+43.6% | $82,719-5.6% | $68,494+14.0% |
| Participation rate | 73.0% | 63.9%+9.1pp | 72.6%+0.4pp | 67.9%+5.1pp |
| Annual return | -14.41% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,454 | $3,246+37.2% | $4,395+1.3% | $4,027+10.6% |
| Admin fee / account holder | $5,167 | $4,395+17.6% | $5,329-3.0% | $5,403-4.4% |