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 | $118,415 | $46,674+153.7% | $117,472+0.8% | $68,494+72.9% |
| Participation rate | 82.9% | 56.8%+26.2pp | 70.6%+12.3pp | 67.9%+15.0pp |
| Annual return | -15.67% | -14.52%-1.1pp | 29.74%-45.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $89 | $1,505-94.1% | $4,176-97.9% | $2,596-96.6% |
| Participant deferral / active EE | $8,435 | $2,636+220.0% | $4,070+107.2% | $4,027+109.5% |
| Admin fee / account holder | $25,634 | $4,020+537.7% | $5,645+354.1% | $5,403+374.5% |