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 | $114,953 | $81,900+40.4% | $119,609-3.9% | $68,494+67.8% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.6pp | 67.9%+15.0pp |
| Annual return | -15.61% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $428 | $2,693-84.1% | $4,232-89.9% | $2,596-83.5% |
| Participant deferral / active EE | $4,077 | $4,148-1.7% | $5,602-27.2% | $4,027+1.2% |
| Admin fee / account holder | $12,019 | $6,582+82.6% | $10,323+16.4% | $5,403+122.5% |