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 | $87,265 | $110,094-20.7% | $151,611-42.4% | $68,494+27.4% |
| Participation rate | 83.8% | 84.0%-0.2pp | 87.5%-3.7pp | 67.9%+15.9pp |
| Annual return | -13.37% | -10.12%-3.2pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,370 | $4,471-69.3% | $6,166-77.8% | $2,596-47.2% |
| Participant deferral / active EE | $4,012 | $6,527-38.5% | $8,363-52.0% | $4,027-0.4% |
| Admin fee / account holder | $1,972 | $7,719-74.4% | $11,616-83.0% | $5,403-63.5% |