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 | $74,942 | $82,664-9.3% | $125,339-40.2% | $68,494+9.4% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $257 | $3,381-92.4% | $4,814-94.7% | $2,596-90.1% |
| Participant deferral / active EE | $3,520 | $6,110-42.4% | $7,446-52.7% | $4,027-12.6% |
| Admin fee / account holder | $8,373 | $6,275+33.4% | $10,010-16.3% | $5,403+55.0% |