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 | $61,925 | $49,177+25.9% | $79,464-22.1% | $64,186-3.5% |
| Participation rate | 70.0% | 65.0%+5.0pp | 73.3%-3.3pp | 69.6%+0.4pp |
| Annual return | -4.57% | -1.16%-3.4pp | 718.14%-722.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,145 | $2,821-24.0% | $3,704-42.1% | $3,470-38.2% |
| Admin fee / account holder | $2,252 | $3,839-41.3% | $5,113-56.0% | $4,888-53.9% |