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 | $96,684 | $82,664+17.0% | $125,339-22.9% | $68,494+41.2% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -14.50% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,451 | $6,110+21.9% | $7,446+0.1% | $4,027+85.0% |
| Admin fee / account holder | $9,308 | $6,275+48.3% | $10,010-7.0% | $5,403+72.3% |