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 9-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 | $71,802 | $100,754-28.7% | $86,677-17.2% | $134,475-46.6% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -16.43% | 29.04%-45.5pp | 35.91%-52.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $74 | $3,489-97.9% | $2,836-97.4% | $4,740-98.4% |
| Participant deferral / active EE | $2,154 | $5,338-59.6% | $4,656-53.7% | $6,400-66.3% |
| Admin fee / account holder | $4,135 | $10,926-62.2% | $7,493-44.8% | $11,426-63.8% |