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 | $210,484 | $64,707+225.3% | $112,228+87.6% | $68,494+207.3% |
| Participation rate | 79.1% | 67.2%+12.0pp | 75.1%+4.0pp | 67.9%+11.2pp |
| Annual return | -17.04% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $429 | $2,746-84.4% | $3,635-88.2% | $2,596-83.5% |
| Participant deferral / active EE | $2,264 | $3,565-36.5% | $4,728-52.1% | $4,027-43.8% |
| Admin fee / account holder | $23,539 | $5,232+349.9% | $6,410+267.2% | $5,403+335.7% |