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 | $43,692 | $110,094-60.3% | $151,611-71.2% | $68,494-36.2% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -9.32% | -10.12%+0.8pp | 3.33%-12.7pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,200 | $4,471-73.2% | $6,166-80.5% | $2,596-53.8% |
| Participant deferral / active EE | $3,472 | $6,527-46.8% | $8,363-58.5% | $4,027-13.8% |
| Admin fee / account holder | $1,207 | $7,719-84.4% | $11,616-89.6% | $5,403-77.7% |