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 9-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 | $177,856 | $82,664+115.2% | $125,339+41.9% | $68,494+159.7% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,072 | $6,110+15.7% | $7,446-5.0% | $4,027+75.6% |
| Admin fee / account holder | $21,869 | $6,275+248.5% | $10,010+118.5% | $5,403+304.8% |