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 | $93,192 | $46,674+99.7% | $117,472-20.7% | $68,494+36.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -13.18% | -14.52%+1.3pp | 29.74%-42.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $251 | $1,505-83.3% | $4,176-94.0% | $2,596-90.3% |
| Participant deferral / active EE | $5,881 | $2,636+123.1% | $4,070+44.5% | $4,027+46.0% |
| Admin fee / account holder | $4,457 | $4,020+10.9% | $5,645-21.0% | $5,403-17.5% |