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 | $99,967 | $62,586+59.7% | $76,768+30.2% | $64,186+55.7% |
| Participation rate | 75.6% | 72.8%+2.7pp | 77.0%-1.4pp | 69.6%+6.0pp |
| Annual return | -4.01% | -1.95%-2.1pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,160 | $3,145+159.5% | $3,852+111.9% | $3,470+135.2% |
| Admin fee / account holder | $16,077 | $4,667+244.5% | $6,675+140.9% | $4,888+228.9% |