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 | $55,323 | $82,664-33.1% | $125,339-55.9% | $68,494-19.2% |
| Participation rate | 84.1% | 75.0%+9.1pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -12.71% | -5.97%-6.7pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,389 | $6,110-11.8% | $7,446-27.6% | $4,027+33.8% |
| Admin fee / account holder | $6,511 | $6,275+3.8% | $10,010-34.9% | $5,403+20.5% |