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 | $82,351 | $167,307-50.8% | $143,757-42.7% | $134,475-38.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -9.88% | 0.46%-10.3pp | -0.04%-9.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $674 | $5,619-88.0% | $4,951-86.4% | $4,740-85.8% |
| Participant deferral / active EE | $5,797 | $6,446-10.1% | $5,637+2.8% | $6,400-9.4% |
| Admin fee / account holder | $32,354 | $18,088+78.9% | $14,673+120.5% | $11,426+183.2% |