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 9-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 | $110,932 | $110,094+0.8% | $151,611-26.8% | $68,494+62.0% |
| Participation rate | 94.6% | 84.0%+10.7pp | 87.5%+7.1pp | 67.9%+26.8pp |
| Annual return | 4.12% | -10.12%+14.2pp | 3.33%+0.8pp | -7.84%+12.0pp |
| Employer contribution / active EE | $1,075 | $4,471-76.0% | $6,166-82.6% | $2,596-58.6% |
| Participant deferral / active EE | $7,072 | $6,527+8.3% | $8,363-15.4% | $4,027+75.6% |
| Admin fee / account holder | $38,422 | $7,719+397.8% | $11,616+230.8% | $5,403+611.2% |