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 | $201,808 | $76,912+162.4% | $129,110+56.3% | $68,494+194.6% |
| Participation rate | 94.4% | 69.1%+25.3pp | 77.3%+17.2pp | 67.9%+26.6pp |
| Annual return | -10.72% | -9.78%-0.9pp | -10.94%+0.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,798 | $4,732+1.4% | $6,542-26.7% | $4,027+19.1% |
| Admin fee / account holder | $98,577 | $6,638+1385.1% | $14,302+589.3% | $5,403+1724.6% |