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 | $57,865 | $42,894+34.9% | $60,874-4.9% | $68,494-15.5% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.5pp | 67.9%+28.7pp |
| Annual return | -11.63% | -13.98%+2.4pp | 16.90%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $206 | $1,978-89.6% | $2,701-92.4% | $2,596-92.1% |
| Participant deferral / active EE | $1,833 | $2,867-36.1% | $3,817-52.0% | $4,027-54.5% |
| Admin fee / account holder | $559 | $3,101-82.0% | $3,224-82.7% | $5,403-89.6% |