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 | $56,108 | $71,883-21.9% | $86,677-35.3% | $68,494-18.1% |
| Participation rate | 78.1% | 72.2%+5.9pp | 76.6%+1.5pp | 67.9%+10.2pp |
| Annual return | -11.19% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,754 | $3,779-27.1% | $4,656-40.8% | $4,027-31.6% |
| Admin fee / account holder | $31,195 | $6,112+410.4% | $7,493+316.3% | $5,403+477.4% |