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 | $87,306 | $94,529-7.6% | $140,016-37.6% | $64,186+36.0% |
| Participation rate | 84.6% | 84.1%+0.5pp | 87.5%-2.9pp | 69.6%+15.0pp |
| Annual return | -3.23% | 7.77%-11.0pp | 651.12%-654.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $916 | $3,812-76.0% | $5,606-83.7% | $2,381-61.5% |
| Participant deferral / active EE | $3,752 | $5,250-28.5% | $6,927-45.8% | $3,470+8.1% |
| Admin fee / account holder | $2,372 | $6,741-64.8% | $10,705-77.8% | $4,888-51.5% |