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 | $93,771 | $59,805+56.8% | $79,550+17.9% | $68,494+36.9% |
| Participation rate | 95.1% | 61.1%+34.1pp | 69.5%+25.6pp | 67.9%+27.2pp |
| Annual return | -17.15% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,374 | $3,024+143.8% | $3,985+85.0% | $4,027+83.1% |
| Admin fee / account holder | $33,026 | $4,835+583.1% | $6,832+383.4% | $5,403+511.3% |