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 | $36,752 | $82,664-55.5% | $125,339-70.7% | $68,494-46.3% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $398 | $3,381-88.2% | $4,814-91.7% | $2,596-84.7% |
| Participant deferral / active EE | $7,084 | $6,110+15.9% | $7,446-4.9% | $4,027+75.9% |
| Admin fee / account holder | $2,005 | $6,275-68.1% | $10,010-80.0% | $5,403-62.9% |