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 | $147,634 | $180,449-18.2% | $154,107-4.2% | $135,375+9.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.51% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,066 | $6,035-82.3% | $5,298-79.9% | $4,779-77.7% |
| Participant deferral / active EE | $6,747 | $5,806+16.2% | $5,081+32.8% | $5,609+20.3% |
| Admin fee / account holder | $1,891 | $16,143-88.3% | $13,411-85.9% | $10,827-82.5% |