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 | $104,363 | $54,229+92.4% | $70,092+48.9% | $68,494+52.4% |
| Participation rate | 75.0% | 64.5%+10.5pp | 70.5%+4.5pp | 67.9%+7.1pp |
| Annual return | -15.50% | -13.87%-1.6pp | 190.73%-206.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $137 | $2,018-93.2% | $2,559-94.6% | $2,596-94.7% |
| Participant deferral / active EE | $2,150 | $2,956-27.3% | $3,849-44.1% | $4,027-46.6% |
| Admin fee / account holder | $23,581 | $4,694+402.3% | $6,267+276.3% | $5,403+336.5% |