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 4-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 | $87,550 | $167,484-47.7% | $151,611-42.3% | $134,475-34.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -10.47% | 7.80%-18.3pp | 3.33%-13.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,122 | $6,829-83.6% | $6,166-81.8% | $4,740-76.3% |
| Participant deferral / active EE | $8,414 | $8,986-6.4% | $8,363+0.6% | $6,400+31.5% |
| Admin fee / account holder | $12,540 | $13,783-9.0% | $11,616+8.0% | $11,426+9.8% |