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 | $66,939 | $82,664-19.0% | $125,339-46.6% | $68,494-2.3% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -11.09% | -5.97%-5.1pp | 572.05%-583.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | -$49 | $3,381-101.4% | $4,814-101.0% | $2,596-101.9% |
| Participant deferral / active EE | $8,840 | $6,110+44.7% | $7,446+18.7% | $4,027+119.5% |
| Admin fee / account holder | $4,845 | $6,275-22.8% | $10,010-51.6% | $5,403-10.3% |