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 | $165,905 | $82,664+100.7% | $125,339+32.4% | $68,494+142.2% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $130 | $3,381-96.2% | $4,814-97.3% | $2,596-95.0% |
| Participant deferral / active EE | $9,126 | $6,110+49.3% | $7,446+22.6% | $4,027+126.6% |
| Admin fee / account holder | $21,237 | $6,275+238.4% | $10,010+112.2% | $5,403+293.1% |