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 | $149,807 | $105,860+41.5% | $90,749+65.1% | $134,475+11.4% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -15.49% | -11.01%-4.5pp | -12.16%-3.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $419 | $3,462-87.9% | $2,921-85.6% | $4,740-91.2% |
| Participant deferral / active EE | $6,126 | $5,216+17.4% | $4,564+34.2% | $6,400-4.3% |
| Admin fee / account holder | $1,394 | $13,938-90.0% | $8,445-83.5% | $11,426-87.8% |