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 | $178,956 | $167,307+7.0% | $143,757+24.5% | $134,475+33.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -9.20% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,006 | $5,619-82.1% | $4,951-79.7% | $4,740-78.8% |
| Participant deferral / active EE | $4,914 | $6,446-23.8% | $5,637-12.8% | $6,400-23.2% |
| Admin fee / account holder | $5,651 | $18,088-68.8% | $14,673-61.5% | $11,426-50.5% |