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 | $34,524 | $105,860-67.4% | $90,749-62.0% | $134,475-74.3% |
| Participation rate | 86.4% | 78.2%+8.1pp | 75.7%+10.7pp | 81.2%+5.1pp |
| Annual return | -16.21% | -11.01%-5.2pp | -12.16%-4.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,091 | $5,216-59.9% | $4,564-54.2% | $6,400-67.3% |
| Admin fee / account holder | $17,918 | $13,938+28.6% | $8,445+112.2% | $11,426+56.8% |