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 | $144,830 | $45,863+215.8% | $77,024+88.0% | $68,494+111.4% |
| Participation rate | 83.6% | 55.9%+27.7pp | 67.9%+15.7pp | 67.9%+15.7pp |
| Annual return | -18.19% | 1.72%-19.9pp | 42.32%-60.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $188 | $1,650-88.6% | $2,812-93.3% | $2,596-92.8% |
| Participant deferral / active EE | $5,941 | $2,962+100.6% | $4,426+34.2% | $4,027+47.5% |
| Admin fee / account holder | $650 | $3,041-78.6% | $5,425-88.0% | $5,403-88.0% |