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 | $99,935 | $82,664+20.9% | $125,339-20.3% | $68,494+45.9% |
| Participation rate | 95.2% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.3pp |
| Annual return | -11.47% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,922 | $6,110-35.8% | $7,446-47.3% | $4,027-2.6% |
| Admin fee / account holder | $2,776 | $6,275-55.8% | $10,010-72.3% | $5,403-48.6% |