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 | $89,438 | $110,094-18.8% | $151,611-41.0% | $68,494+30.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -16.34% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,338 | $4,471-70.1% | $6,166-78.3% | $2,596-48.5% |
| Participant deferral / active EE | $4,187 | $6,527-35.9% | $8,363-49.9% | $4,027+4.0% |
| Admin fee / account holder | $2,449 | $7,719-68.3% | $11,616-78.9% | $5,403-54.7% |