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 | $92,573 | $133,958-30.9% | $112,228-17.5% | $134,475-31.2% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -13.66% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $687 | $4,038-83.0% | $3,635-81.1% | $4,740-85.5% |
| Participant deferral / active EE | $4,117 | $5,291-22.2% | $4,728-12.9% | $6,400-35.7% |
| Admin fee / account holder | $7,353 | $7,489-1.8% | $6,410+14.7% | $11,426-35.6% |