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 | $69,447 | $64,707+7.3% | $112,228-38.1% | $68,494+1.4% |
| Participation rate | 88.2% | 67.2%+21.1pp | 75.1%+13.2pp | 67.9%+20.3pp |
| Annual return | -14.17% | -11.40%-2.8pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $545 | $2,746-80.2% | $3,635-85.0% | $2,596-79.0% |
| Participant deferral / active EE | $4,216 | $3,565+18.3% | $4,728-10.8% | $4,027+4.7% |
| Admin fee / account holder | $1,508 | $5,232-71.2% | $6,410-76.5% | $5,403-72.1% |