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 | $153,027 | $167,484-8.6% | $151,611+0.9% | $134,475+13.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.96% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,112 | $6,829-83.7% | $6,166-82.0% | $4,740-76.5% |
| Participant deferral / active EE | $10,772 | $8,986+19.9% | $8,363+28.8% | $6,400+68.3% |
| Admin fee / account holder | $582 | $13,783-95.8% | $11,616-95.0% | $11,426-94.9% |