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 | $90,427 | $110,094-17.9% | $151,611-40.4% | $68,494+32.0% |
| Participation rate | 97.7% | 84.0%+13.8pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -3.03% | -10.12%+7.1pp | 3.33%-6.4pp | -7.84%+4.8pp |
| Employer contribution / active EE | $1,093 | $4,471-75.6% | $6,166-82.3% | $2,596-57.9% |
| Participant deferral / active EE | $3,507 | $6,527-46.3% | $8,363-58.1% | $4,027-12.9% |
| Admin fee / account holder | $3,494 | $7,719-54.7% | $11,616-69.9% | $5,403-35.3% |