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 | $73,261 | $107,846-32.1% | $119,609-38.7% | - |
| Participation rate | 71.7% | 78.0%-6.2pp | 79.3%-7.5pp | - |
| Annual return | -10.71% | -15.20%+4.5pp | -14.97%+4.3pp | - |
| Employer contribution / active EE | $606 | $2,838-78.6% | $4,232-85.7% | - |
| Participant deferral / active EE | $5,219 | $4,531+15.2% | $5,602-6.8% | - |
| Admin fee / account holder | $7,406 | $73,538-89.9% | $10,323-28.3% | - |