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 | $89,740 | $56,357+59.2% | $104,294-14.0% | $68,494+31.0% |
| Participation rate | 98.1% | 63.3%+34.9pp | 73.3%+24.9pp | 67.9%+30.2pp |
| Annual return | -14.92% | -9.19%-5.7pp | 24.61%-39.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,043 | $3,077-1.1% | $4,625-34.2% | $4,027-24.4% |
| Admin fee / account holder | $7,550 | $4,903+54.0% | $7,339+2.9% | $5,403+39.7% |