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 | $175,893 | $110,094+59.8% | $151,611+16.0% | $68,494+156.8% |
| Participation rate | 77.9% | 84.0%-6.0pp | 87.5%-9.6pp | 67.9%+10.1pp |
| Annual return | -12.74% | -10.12%-2.6pp | 3.33%-16.1pp | -7.84%-4.9pp |
| Employer contribution / active EE | $766 | $4,471-82.9% | $6,166-87.6% | $2,596-70.5% |
| Participant deferral / active EE | $8,484 | $6,527+30.0% | $8,363+1.4% | $4,027+110.7% |
| Admin fee / account holder | $23,799 | $7,719+208.3% | $11,616+104.9% | $5,403+340.5% |