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 | $91,418 | $167,484-45.4% | $151,611-39.7% | $134,475-32.0% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -11.59% | 7.80%-19.4pp | 3.33%-14.9pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,296 | $6,829-81.0% | $6,166-79.0% | $4,740-72.7% |
| Participant deferral / active EE | $3,551 | $8,986-60.5% | $8,363-57.5% | $6,400-44.5% |
| Admin fee / account holder | $1,170 | $13,783-91.5% | $11,616-89.9% | $11,426-89.8% |