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 | $142,863 | $82,664+72.8% | $125,339+14.0% | $68,494+108.6% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -12.36% | -5.97%-6.4pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $625 | $3,381-81.5% | $4,814-87.0% | $2,596-75.9% |
| Participant deferral / active EE | $8,182 | $6,110+33.9% | $7,446+9.9% | $4,027+103.2% |
| Admin fee / account holder | $16,777 | $6,275+167.3% | $10,010+67.6% | $5,403+210.5% |