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 | $86,775 | $82,664+5.0% | $125,339-30.8% | $68,494+26.7% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,442 | $6,110+21.8% | $7,446-0.1% | $4,027+84.8% |
| Admin fee / account holder | $2,165 | $6,275-65.5% | $10,010-78.4% | $5,403-59.9% |