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 | $17,657 | $48,265-63.4% | $68,791-74.3% | $68,494-74.2% |
| Participation rate | 90.3% | 60.7%+29.6pp | 69.0%+21.3pp | 67.9%+22.4pp |
| Annual return | -17.06% | -12.71%-4.4pp | -6.38%-10.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,145 | $2,867-60.1% | $3,941-71.0% | $4,027-71.6% |
| Admin fee / account holder | $5,097 | $4,355+17.0% | $4,932+3.4% | $5,403-5.7% |