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 | $129,330 | $82,664+56.5% | $125,339+3.2% | $68,494+88.8% |
| Participation rate | 74.1% | 75.0%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -10.55% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $290 | $3,381-91.4% | $4,814-94.0% | $2,596-88.8% |
| Participant deferral / active EE | $7,674 | $6,110+25.6% | $7,446+3.1% | $4,027+90.5% |
| Admin fee / account holder | $4,615 | $6,275-26.5% | $10,010-53.9% | $5,403-14.6% |