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 | $113,000 | $82,664+36.7% | $125,339-9.8% | $68,494+65.0% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -13.37% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,427 | $6,110+103.4% | $7,446+66.9% | $4,027+208.6% |
| Admin fee / account holder | $18,541 | $6,275+195.4% | $10,010+85.2% | $5,403+243.2% |