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 | $110,594 | $127,100-13.0% | $105,738+4.6% | $135,375-18.3% |
| Participation rate | 76.5% | 82.7%-6.2pp | 76.3%+0.1pp | 82.6%-6.2pp |
| Annual return | -6.61% | 4.49%-11.1pp | 6.27%-12.9pp | 519.73%-526.3pp |
| Employer contribution / active EE | $764 | $4,107-81.4% | $3,268-76.6% | $4,779-84.0% |
| Participant deferral / active EE | $4,945 | $5,064-2.4% | $4,080+21.2% | $5,609-11.8% |
| Admin fee / account holder | $2,910 | $9,087-68.0% | $6,913-57.9% | $10,827-73.1% |