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 | $58,604 | $64,707-9.4% | $112,228-47.8% | $68,494-14.4% |
| Participation rate | 79.0% | 67.2%+11.9pp | 75.1%+4.0pp | 67.9%+11.1pp |
| Annual return | -18.19% | -11.40%-6.8pp | 27.45%-45.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $616 | $2,746-77.6% | $3,635-83.0% | $2,596-76.3% |
| Participant deferral / active EE | $4,175 | $3,565+17.1% | $4,728-11.7% | $4,027+3.7% |
| Admin fee / account holder | $6,159 | $5,232+17.7% | $6,410-3.9% | $5,403+14.0% |