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 | $57,387 | $110,094-47.9% | $151,611-62.1% | $68,494-16.2% |
| Participation rate | 95.0% | 84.0%+11.0pp | 87.5%+7.5pp | 67.9%+27.1pp |
| Annual return | -18.41% | -10.12%-8.3pp | 3.33%-21.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,140 | $4,471-74.5% | $6,166-81.5% | $2,596-56.1% |
| Participant deferral / active EE | $9,457 | $6,527+44.9% | $8,363+13.1% | $4,027+134.8% |
| Admin fee / account holder | $7,288 | $7,719-5.6% | $11,616-37.3% | $5,403+34.9% |