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 | $84,616 | $59,107+43.2% | $86,436-2.1% | $68,494+23.5% |
| Participation rate | 74.1% | 75.2%-1.2pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -16.06% | -0.23%-15.8pp | 4394.89%-4411.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,944 | $5,901-50.1% | $6,952-57.6% | $4,027-26.9% |
| Admin fee / account holder | $9,529 | $5,637+69.1% | $6,731+41.6% | $5,403+76.4% |