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 | $169,630 | $73,004+132.4% | $90,749+86.9% | $68,494+147.7% |
| Participation rate | 81.8% | 70.8%+11.0pp | 75.7%+6.1pp | 67.9%+13.9pp |
| Annual return | -10.50% | -13.81%+3.3pp | -12.16%+1.7pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,197 | $3,627+126.0% | $4,564+79.6% | $4,027+103.6% |
| Admin fee / account holder | $580 | $5,896-90.2% | $8,445-93.1% | $5,403-89.3% |