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 | $47,305 | $167,307-71.7% | $143,757-67.1% | $134,475-64.8% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -16.10% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $876 | $5,619-84.4% | $4,951-82.3% | $4,740-81.5% |
| Participant deferral / active EE | $2,313 | $6,446-64.1% | $5,637-59.0% | $6,400-63.9% |
| Admin fee / account holder | $10,201 | $18,088-43.6% | $14,673-30.5% | $11,426-10.7% |