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 | $70,057 | $59,805+17.1% | $79,550-11.9% | $68,494+2.3% |
| Participation rate | 80.5% | 61.1%+19.5pp | 69.5%+11.0pp | 67.9%+12.6pp |
| Annual return | -13.64% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $253 | $1,505-83.2% | $2,413-89.5% | $2,596-90.2% |
| Participant deferral / active EE | $6,029 | $3,024+99.3% | $3,985+51.3% | $4,027+49.7% |
| Admin fee / account holder | $21,585 | $4,835+346.5% | $6,832+215.9% | $5,403+299.5% |