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 | $118,791 | $73,004+62.7% | $90,749+30.9% | $68,494+73.4% |
| Participation rate | 79.3% | 70.8%+8.5pp | 75.7%+3.6pp | 67.9%+11.4pp |
| Annual return | -12.95% | -13.81%+0.9pp | -12.16%-0.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,615 | $3,627+27.3% | $4,564+1.1% | $4,027+14.6% |
| Admin fee / account holder | $31,369 | $5,896+432.1% | $8,445+271.5% | $5,403+480.6% |