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 | $74,922 | $110,094-31.9% | $151,611-50.6% | $68,494+9.4% |
| Participation rate | 76.1% | 84.0%-7.9pp | 87.5%-11.4pp | 67.9%+8.2pp |
| Annual return | 1.61% | -10.12%+11.7pp | 3.33%-1.7pp | -7.84%+9.5pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,238 | $6,527-50.4% | $8,363-61.3% | $4,027-19.6% |
| Admin fee / account holder | $50,506 | $7,719+554.3% | $11,616+334.8% | $5,403+834.8% |