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 | $184,921 | $90,590+104.1% | $90,782+103.7% | $135,375+36.6% |
| Participation rate | 86.7% | 83.7%+2.9pp | 82.7%+4.0pp | 82.6%+4.0pp |
| Annual return | -4.85% | -3.40%-1.4pp | -3.42%-1.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $768 | $4,352-82.3% | $4,105-81.3% | $4,779-83.9% |
| Participant deferral / active EE | $11,962 | $5,407+121.3% | $5,366+122.9% | $5,609+113.3% |
| Admin fee / account holder | $31,162 | $7,683+305.6% | $5,908+427.5% | $10,827+187.8% |