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 | $117,830 | $93,024+26.7% | $77,024+53.0% | $134,475-12.4% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -18.61% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $110 | $3,418-96.8% | $2,812-96.1% | $4,740-97.7% |
| Participant deferral / active EE | $1,897 | $5,238-63.8% | $4,426-57.1% | $6,400-70.4% |
| Admin fee / account holder | $142,603 | $6,944+1953.6% | $5,425+2528.5% | $11,426+1148.1% |