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 | $83,752 | $81,900+2.3% | $119,609-30.0% | $68,494+22.3% |
| Participation rate | 70.7% | 71.9%-1.2pp | 79.3%-8.5pp | 67.9%+2.8pp |
| Annual return | -17.26% | -23.82%+6.6pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $436 | $2,693-83.8% | $4,232-89.7% | $2,596-83.2% |
| Participant deferral / active EE | $3,732 | $4,148-10.0% | $5,602-33.4% | $4,027-7.3% |
| Admin fee / account holder | $2,493 | $6,582-62.1% | $10,323-75.9% | $5,403-53.9% |