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 | $28,004 | $73,867-62.1% | $143,757-80.5% | $68,494-59.1% |
| Participation rate | 76.8% | 66.7%+10.2pp | 80.3%-3.5pp | 67.9%+8.9pp |
| Annual return | -10.54% | 1.01%-11.5pp | -0.04%-10.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,663 | $3,384-21.3% | $5,637-52.8% | $4,027-33.9% |
| Admin fee / account holder | $1,835 | $5,755-68.1% | $14,673-87.5% | $5,403-66.0% |