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 8-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 | $73,135 | $72,404+1.0% | $110,238-33.7% | $64,186+13.9% |
| Participation rate | 80.3% | 73.3%+6.9pp | 79.8%+0.5pp | 69.6%+10.7pp |
| Annual return | -5.62% | -6.29%+0.7pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,412 | $3,469-30.5% | $4,672-48.4% | $3,470-30.5% |
| Admin fee / account holder | $8,958 | $5,664+58.1% | $8,547+4.8% | $4,888+83.3% |