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 | $91,196 | $65,435+39.4% | $86,677+5.2% | $66,914+36.3% |
| Participation rate | 92.1% | 75.5%+16.6pp | 76.6%+15.5pp | 69.8%+22.3pp |
| Annual return | -16.82% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $720 | $2,153-66.5% | $2,836-74.6% | $2,544-71.7% |
| Participant deferral / active EE | $4,704 | $4,100+14.7% | $4,656+1.0% | $4,237+11.0% |
| Admin fee / account holder | $4,320 | $642+573.4% | $7,493-42.3% | $593+628.2% |