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 | $80,768 | $77,813+3.8% | $123,544-34.6% | $64,186+25.8% |
| Participation rate | 81.4% | 74.7%+6.6pp | 82.3%-0.9pp | 69.6%+11.8pp |
| Annual return | -7.86% | 12.48%-20.3pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $491 | $3,014-83.7% | $4,628-89.4% | $2,381-79.4% |
| Participant deferral / active EE | $10,509 | $5,240+100.6% | $6,426+63.6% | $3,470+202.9% |
| Admin fee / account holder | $3,860 | $5,519-30.1% | $9,284-58.4% | $4,888-21.0% |