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 | $75,402 | $110,094-31.5% | $151,611-50.3% | $68,494+10.1% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | -9.47% | -10.12%+0.7pp | 3.33%-12.8pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,372 | $4,471-69.3% | $6,166-77.7% | $2,596-47.1% |
| Participant deferral / active EE | $3,841 | $6,527-41.1% | $8,363-54.1% | $4,027-4.6% |
| Admin fee / account holder | $8,311 | $7,719+7.7% | $11,616-28.4% | $5,403+53.8% |