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 | $198,579 | $82,664+140.2% | $125,339+58.4% | $68,494+189.9% |
| Participation rate | 75.6% | 75.0%+0.5pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | -11.03% | -5.97%-5.1pp | 572.05%-583.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $538 | $3,381-84.1% | $4,814-88.8% | $2,596-79.3% |
| Participant deferral / active EE | $5,329 | $6,110-12.8% | $7,446-28.4% | $4,027+32.3% |
| Admin fee / account holder | $1,213 | $6,275-80.7% | $10,010-87.9% | $5,403-77.5% |