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 | $107,718 | $106,543+1.1% | $91,220+18.1% | $134,475-19.9% |
| Participation rate | 78.6% | 76.8%+1.8pp | 73.2%+5.4pp | 81.2%-2.7pp |
| Annual return | -18.10% | 160.60%-178.7pp | 114.01%-132.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,999 | $4,719-36.5% | $4,234-29.2% | $6,400-53.1% |
| Admin fee / account holder | $18,750 | $6,231+200.9% | $5,420+246.0% | $11,426+64.1% |