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 | $140,060 | $138,044+1.5% | $125,339+11.7% | $134,475+4.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -9.10% | 750.33%-759.4pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $384 | $5,243-92.7% | $4,814-92.0% | $4,740-91.9% |
| Participant deferral / active EE | $4,815 | $7,799-38.3% | $7,446-35.3% | $6,400-24.8% |
| Admin fee / account holder | $99,550 | $11,571+760.3% | $10,010+894.6% | $11,426+771.3% |