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 | $52,723 | $67,411-21.8% | $91,001-42.1% | $70,131-24.8% |
| Participation rate | 74.2% | 71.4%+2.8pp | 75.6%-1.4pp | 69.5%+4.7pp |
| Annual return | 13.91% | -40.16%+54.1pp | 4.60%+9.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $66 | $1,786-96.3% | $2,456-97.3% | $2,342-97.2% |
| Participant deferral / active EE | $1,665 | $2,823-41.0% | $3,547-53.1% | $3,332-50.0% |
| Admin fee / account holder | $8,843 | $4,236+108.8% | $5,417+63.2% | $4,645+90.4% |