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 5-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 | $99,400 | $93,024+6.9% | $77,024+29.1% | $134,475-26.1% |
| Participation rate | 73.3% | 74.5%-1.1pp | 67.9%+5.4pp | 81.2%-7.9pp |
| Annual return | -17.86% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $327 | $3,418-90.4% | $2,812-88.4% | $4,740-93.1% |
| Participant deferral / active EE | $9,119 | $5,238+74.1% | $4,426+106.0% | $6,400+42.5% |
| Admin fee / account holder | $6,746 | $6,944-2.8% | $5,425+24.3% | $11,426-41.0% |