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 | $41,769 | $81,900-49.0% | $119,609-65.1% | $68,494-39.0% |
| Participation rate | 71.6% | 71.9%-0.3pp | 79.3%-7.6pp | 67.9%+3.7pp |
| Annual return | -16.26% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $243 | $2,693-91.0% | $4,232-94.3% | $2,596-90.6% |
| Participant deferral / active EE | $2,108 | $4,148-49.2% | $5,602-62.4% | $4,027-47.7% |
| Admin fee / account holder | $14,318 | $6,582+117.5% | $10,323+38.7% | $5,403+165.0% |