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 | $107,736 | $64,707+66.5% | $112,228-4.0% | $68,494+57.3% |
| Participation rate | 79.3% | 67.2%+12.2pp | 75.1%+4.2pp | 67.9%+11.4pp |
| Annual return | -17.05% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,516 | $3,565-1.4% | $4,728-25.6% | $4,027-12.7% |
| Admin fee / account holder | $4,991 | $5,232-4.6% | $6,410-22.1% | $5,403-7.6% |