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 | $90,372 | $167,484-46.0% | $151,611-40.4% | $134,475-32.8% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -9.32% | 7.80%-17.1pp | 3.33%-12.6pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,194 | $6,829-82.5% | $6,166-80.6% | $4,740-74.8% |
| Participant deferral / active EE | $5,260 | $8,986-41.5% | $8,363-37.1% | $6,400-17.8% |
| Admin fee / account holder | $2,169 | $13,783-84.3% | $11,616-81.3% | $11,426-81.0% |