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 | $55,913 | $57,354-2.5% | $83,848-33.3% | $64,186-12.9% |
| Participation rate | 81.8% | 68.6%+13.2pp | 76.1%+5.7pp | 69.6%+12.2pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $435 | $2,545-82.9% | $3,631-88.0% | $2,381-81.7% |
| Participant deferral / active EE | $3,052 | $2,993+2.0% | $4,082-25.2% | $3,470-12.0% |
| Admin fee / account holder | $426 | $4,046-89.5% | $5,478-92.2% | $4,888-91.3% |