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 | $85,465 | $82,664+3.4% | $125,339-31.8% | $68,494+24.8% |
| Participation rate | 71.7% | 75.0%-3.3pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $407 | $3,381-88.0% | $4,814-91.5% | $2,596-84.3% |
| Participant deferral / active EE | $9,540 | $6,110+56.1% | $7,446+28.1% | $4,027+136.9% |
| Admin fee / account holder | $342 | $6,275-94.6% | $10,010-96.6% | $5,403-93.7% |