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 | $60,492 | $54,350+11.3% | $82,719-26.9% | $68,494-11.7% |
| Participation rate | 94.3% | 63.9%+30.4pp | 72.6%+21.8pp | 67.9%+26.5pp |
| Annual return | -12.87% | -13.67%+0.8pp | 701.18%-714.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,046 | $3,246+24.7% | $4,395-7.9% | $4,027+0.5% |
| Admin fee / account holder | $2,355 | $4,395-46.4% | $5,329-55.8% | $5,403-56.4% |