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 | $96,702 | $91,911+5.2% | $68,793+40.6% | $135,375-28.6% |
| Participation rate | 86.7% | 76.7%+9.9pp | 72.2%+14.4pp | 82.6%+4.0pp |
| Annual return | -6.78% | -8.22%+1.4pp | -4.63%-2.1pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,590 | $4,315-63.1% | $3,311-52.0% | $5,609-71.6% |
| Admin fee / account holder | $1,480 | $9,240-84.0% | $5,131-71.2% | $10,827-86.3% |