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 | $135,389 | $167,307-19.1% | $143,757-5.8% | $134,475+0.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.89% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,035 | $5,619-81.6% | $4,951-79.1% | $4,740-78.2% |
| Participant deferral / active EE | $11,907 | $6,446+84.7% | $5,637+111.2% | $6,400+86.0% |
| Admin fee / account holder | $750 | $18,088-95.9% | $14,673-94.9% | $11,426-93.4% |