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 | $37,923 | $61,660-38.5% | $80,019-52.6% | $64,186-40.9% |
| Participation rate | 95.6% | 71.7%+23.9pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | -2.77% | -0.33%-2.4pp | 11.22%-14.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $289 | $1,810-84.0% | $2,468-88.3% | $2,381-87.9% |
| Participant deferral / active EE | $1,297 | $2,968-56.3% | $3,686-64.8% | $3,470-62.6% |
| Admin fee / account holder | $4,921 | $5,417-9.2% | $6,521-24.5% | $4,888+0.7% |