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 | $92,717 | $100,754-8.0% | $86,677+7.0% | $134,475-31.1% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -15.24% | 29.04%-44.3pp | 35.91%-51.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $736 | $3,489-78.9% | $2,836-74.0% | $4,740-84.5% |
| Participant deferral / active EE | $1,807 | $5,338-66.1% | $4,656-61.2% | $6,400-71.8% |
| Admin fee / account holder | $8,632 | $10,926-21.0% | $7,493+15.2% | $11,426-24.5% |