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 | $58,893 | $110,094-46.5% | $151,611-61.2% | $68,494-14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.17% | -10.12%-3.0pp | 3.33%-16.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,351 | $4,471-69.8% | $6,166-78.1% | $2,596-48.0% |
| Participant deferral / active EE | $3,044 | $6,527-53.4% | $8,363-63.6% | $4,027-24.4% |
| Admin fee / account holder | $6,419 | $7,719-16.8% | $11,616-44.7% | $5,403+18.8% |