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 4-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 | $45,348 | $71,883-36.9% | $86,677-47.7% | $68,494-33.8% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -13.71% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $466 | $2,173-78.6% | $2,836-83.6% | $2,596-82.1% |
| Participant deferral / active EE | $4,244 | $3,779+12.3% | $4,656-8.8% | $4,027+5.4% |
| Admin fee / account holder | $25,650 | $6,112+319.7% | $7,493+242.3% | $5,403+374.8% |