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 | $30,183 | $59,805-49.5% | $79,550-62.1% | $68,494-55.9% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.5%+11.8pp | 67.9%+13.4pp |
| Annual return | -11.75% | -12.30%+0.6pp | 0.16%-11.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,426 | $3,024-19.8% | $3,985-39.1% | $4,027-39.8% |
| Admin fee / account holder | $3,126 | $4,835-35.3% | $6,832-54.2% | $5,403-42.1% |