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 | $70,554 | $110,094-35.9% | $151,611-53.5% | $68,494+3.0% |
| Participation rate | 84.8% | 84.0%+0.9pp | 87.5%-2.6pp | 67.9%+17.0pp |
| Annual return | -10.47% | -10.12%-0.4pp | 3.33%-13.8pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,279 | $4,471-71.4% | $6,166-79.3% | $2,596-50.7% |
| Participant deferral / active EE | $4,125 | $6,527-36.8% | $8,363-50.7% | $4,027+2.4% |
| Admin fee / account holder | $15,242 | $7,719+97.5% | $11,616+31.2% | $5,403+182.1% |