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 | $49,320 | $100,754-51.0% | $86,677-43.1% | $134,475-63.3% |
| Participation rate | 82.6% | 78.9%+3.7pp | 76.6%+6.0pp | 81.2%+1.4pp |
| Annual return | -11.34% | 29.04%-40.4pp | 35.91%-47.2pp | 417.96%-429.3pp |
| Employer contribution / active EE | $738 | $3,489-78.8% | $2,836-74.0% | $4,740-84.4% |
| Participant deferral / active EE | $2,472 | $5,338-53.7% | $4,656-46.9% | $6,400-61.4% |
| Admin fee / account holder | $325 | $10,926-97.0% | $7,493-95.7% | $11,426-97.2% |