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 | $104,139 | $59,805+74.1% | $79,550+30.9% | $68,494+52.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.28% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $94 | $1,505-93.8% | $2,413-96.1% | $2,596-96.4% |
| Participant deferral / active EE | $4,404 | $3,024+45.6% | $3,985+10.5% | $4,027+9.4% |
| Admin fee / account holder | $1,404 | $4,835-71.0% | $6,832-79.5% | $5,403-74.0% |