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 | $72,091 | $57,354+25.7% | $83,848-14.0% | $64,186+12.3% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -6.76% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $460 | $2,545-81.9% | $3,631-87.3% | $2,381-80.7% |
| Participant deferral / active EE | $3,695 | $2,993+23.4% | $4,082-9.5% | $3,470+6.5% |
| Admin fee / account holder | $1,896 | $4,046-53.1% | $5,478-65.4% | $4,888-61.2% |