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 | $119,665 | $82,664+44.8% | $125,339-4.5% | $68,494+74.7% |
| Participation rate | 71.2% | 75.0%-3.8pp | 82.4%-11.1pp | 67.9%+3.3pp |
| Annual return | -17.52% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $674 | $3,381-80.1% | $4,814-86.0% | $2,596-74.0% |
| Participant deferral / active EE | $6,551 | $6,110+7.2% | $7,446-12.0% | $4,027+62.7% |
| Admin fee / account holder | $1,951 | $6,275-68.9% | $10,010-80.5% | $5,403-63.9% |