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 | $76,651 | $73,004+5.0% | $90,749-15.5% | $68,494+11.9% |
| Participation rate | 95.5% | 70.8%+24.6pp | 75.7%+19.8pp | 67.9%+27.6pp |
| Annual return | -15.77% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $493 | $2,193-77.5% | $2,921-83.1% | $2,596-81.0% |
| Participant deferral / active EE | $8,419 | $3,627+132.1% | $4,564+84.5% | $4,027+109.0% |
| Admin fee / account holder | $17,402 | $5,896+195.2% | $8,445+106.1% | $5,403+222.1% |