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 9-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 | $132,470 | $167,484-20.9% | $151,611-12.6% | $134,475-1.5% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -16.84% | 7.80%-24.6pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $673 | $6,829-90.1% | $6,166-89.1% | $4,740-85.8% |
| Participant deferral / active EE | $6,579 | $8,986-26.8% | $8,363-21.3% | $6,400+2.8% |
| Admin fee / account holder | $47,598 | $13,783+245.3% | $11,616+309.8% | $11,426+316.6% |