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 | $134,687 | $167,307-19.5% | $143,757-6.3% | $134,475+0.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.47% | 0.46%-11.9pp | -0.04%-11.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,143 | $5,619-79.7% | $4,951-76.9% | $4,740-75.9% |
| Participant deferral / active EE | $6,313 | $6,446-2.1% | $5,637+12.0% | $6,400-1.4% |
| Admin fee / account holder | $6,018 | $18,088-66.7% | $14,673-59.0% | $11,426-47.3% |