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 7-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 | $64,125 | $59,805+7.2% | $79,550-19.4% | $68,494-6.4% |
| Participation rate | 98.2% | 61.1%+37.1pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | -16.75% | -12.30%-4.5pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $302 | $1,505-80.0% | $2,413-87.5% | $2,596-88.4% |
| Participant deferral / active EE | $4,015 | $3,024+32.8% | $3,985+0.8% | $4,027-0.3% |
| Admin fee / account holder | $2,019 | $4,835-58.2% | $6,832-70.5% | $5,403-62.6% |