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 | $102,760 | $53,162+93.3% | $91,220+12.7% | $68,494+50.0% |
| Participation rate | 71.0% | 63.2%+7.8pp | 73.2%-2.2pp | 67.9%+3.1pp |
| Annual return | -16.93% | -3.14%-13.8pp | 114.01%-130.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,199 | $2,974-59.7% | $4,234-71.7% | $4,027-70.2% |
| Admin fee / account holder | $886 | $4,493-80.3% | $5,420-83.7% | $5,403-83.6% |