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 | $103,577 | $131,829-21.4% | $108,579-4.6% | $273,961-62.2% |
| Participation rate | 70.8% | 83.5%-12.6pp | 79.6%-8.7pp | 83.0%-12.2pp |
| Annual return | 6.86% | -91.57%+98.4pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $516 | $4,912-89.5% | $3,758-86.3% | $4,869-89.4% |
| Participant deferral / active EE | $6,612 | $5,127+29.0% | $4,311+53.4% | $5,287+25.1% |
| Admin fee / account holder | $3,181 | $10,252-69.0% | $7,645-58.4% | $10,132-68.6% |