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 | $123,232 | $100,754+22.3% | $86,677+42.2% | $134,475-8.4% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -18.25% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $328 | $3,489-90.6% | $2,836-88.4% | $4,740-93.1% |
| Participant deferral / active EE | $3,284 | $5,338-38.5% | $4,656-29.5% | $6,400-48.7% |
| Admin fee / account holder | $77,406 | $10,926+608.4% | $7,493+933.0% | $11,426+577.5% |