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 3-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 | $31,281 | $185,822-83.2% | $169,993-81.6% | $139,434-77.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,163 | $7,590-84.7% | $6,785-82.9% | $4,751-75.5% |
| Participant deferral / active EE | $9,250 | $11,622-20.4% | $10,408-11.1% | $6,710+37.8% |
| Admin fee / account holder | $1,578 | $15,381-89.7% | $12,815-87.7% | $11,403-86.2% |