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 | $88,611 | $48,265+83.6% | $68,791+28.8% | $68,494+29.4% |
| Participation rate | 78.3% | 60.7%+17.7pp | 69.0%+9.3pp | 67.9%+10.4pp |
| Annual return | -18.68% | -12.71%-6.0pp | -6.38%-12.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,683 | $2,867+28.5% | $3,941-6.5% | $4,027-8.5% |
| Admin fee / account holder | $9,798 | $4,355+125.0% | $4,932+98.7% | $5,403+81.4% |