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 | $97,256 | $77,813+25.0% | $123,544-21.3% | $64,186+51.5% |
| Participation rate | 73.1% | 74.7%-1.6pp | 82.3%-9.2pp | 69.6%+3.5pp |
| Annual return | -6.98% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $331 | $3,014-89.0% | $4,628-92.8% | $2,381-86.1% |
| Participant deferral / active EE | $8,018 | $5,240+53.0% | $6,426+24.8% | $3,470+131.1% |
| Admin fee / account holder | $8,774 | $5,519+59.0% | $9,284-5.5% | $4,888+79.5% |