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 | $124,550 | $64,707+92.5% | $112,228+11.0% | $68,494+81.8% |
| Participation rate | 87.0% | 67.2%+19.8pp | 75.1%+11.9pp | 67.9%+19.1pp |
| Annual return | -7.70% | -11.40%+3.7pp | 27.45%-35.2pp | -7.84%+0.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,045 | $3,565+125.7% | $4,728+70.2% | $4,027+99.8% |
| Admin fee / account holder | $9,324 | $5,232+78.2% | $6,410+45.5% | $5,403+72.6% |