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 | $41,320 | $72,404-42.9% | $110,238-62.5% | $64,186-35.6% |
| Participation rate | 73.7% | 73.3%+0.3pp | 79.8%-6.1pp | 69.6%+4.1pp |
| Annual return | -4.01% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $379 | $2,282-83.4% | $3,826-90.1% | $2,381-84.1% |
| Participant deferral / active EE | $2,310 | $3,469-33.4% | $4,672-50.5% | $3,470-33.4% |
| Admin fee / account holder | $13,349 | $5,664+135.7% | $8,547+56.2% | $4,888+173.1% |