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 | $49,661 | $57,354-13.4% | $83,848-40.8% | $64,186-22.6% |
| Participation rate | 76.1% | 68.6%+7.5pp | 76.1%-0.1pp | 69.6%+6.5pp |
| Annual return | -5.80% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,124 | $2,993-29.0% | $4,082-48.0% | $3,470-38.8% |
| Admin fee / account holder | $3,495 | $4,046-13.6% | $5,478-36.2% | $4,888-28.5% |