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 | $114,543 | $100,754+13.7% | $86,677+32.1% | $134,475-14.8% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -12.60% | 29.04%-41.6pp | 35.91%-48.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $594 | $3,489-83.0% | $2,836-79.1% | $4,740-87.5% |
| Participant deferral / active EE | $3,037 | $5,338-43.1% | $4,656-34.8% | $6,400-52.5% |
| Admin fee / account holder | $3,187 | $10,926-70.8% | $7,493-57.5% | $11,426-72.1% |