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 | $130,405 | $133,958-2.7% | $112,228+16.2% | $134,475-3.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -11.50% | 47.11%-58.6pp | 27.45%-39.0pp | 417.96%-429.5pp |
| Employer contribution / active EE | $485 | $4,038-88.0% | $3,635-86.7% | $4,740-89.8% |
| Participant deferral / active EE | $2,911 | $5,291-45.0% | $4,728-38.4% | $6,400-54.5% |
| Admin fee / account holder | $9,938 | $7,489+32.7% | $6,410+55.0% | $11,426-13.0% |