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 | $103,358 | $81,900+26.2% | $119,609-13.6% | $68,494+50.9% |
| Participation rate | 80.3% | 71.9%+8.4pp | 79.3%+1.0pp | 67.9%+12.4pp |
| Annual return | -13.82% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $599 | $2,693-77.8% | $4,232-85.9% | $2,596-76.9% |
| Participant deferral / active EE | $2,133 | $4,148-48.6% | $5,602-61.9% | $4,027-47.0% |
| Admin fee / account holder | $10,572 | $6,582+60.6% | $10,323+2.4% | $5,403+95.7% |