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 | $69,587 | $53,162+30.9% | $91,220-23.7% | $68,494+1.6% |
| Participation rate | 88.0% | 63.2%+24.8pp | 73.2%+14.8pp | 67.9%+20.1pp |
| Annual return | -11.98% | -3.14%-8.8pp | 114.01%-126.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,122 | $2,974+5.0% | $4,234-26.2% | $4,027-22.5% |
| Admin fee / account holder | $19,197 | $4,493+327.2% | $5,420+254.2% | $5,403+255.3% |