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 | $76,712 | $42,894+78.8% | $60,874+26.0% | $68,494+12.0% |
| Participation rate | 96.3% | 66.8%+29.5pp | 73.1%+23.2pp | 67.9%+28.4pp |
| Annual return | -7.90% | -13.98%+6.1pp | 16.90%-24.8pp | -7.84%-0.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,051 | $2,867+215.7% | $3,817+137.1% | $4,027+124.7% |
| Admin fee / account holder | $7,627 | $3,101+146.0% | $3,224+136.6% | $5,403+41.2% |