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 | $17,049 | $56,357-69.7% | $104,294-83.7% | $68,494-75.1% |
| Participation rate | 96.4% | 63.3%+33.1pp | 73.3%+23.1pp | 67.9%+28.5pp |
| Annual return | -14.51% | -9.19%-5.3pp | 24.61%-39.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,564 | $3,077+145.8% | $4,625+63.6% | $4,027+87.8% |
| Admin fee / account holder | $387 | $4,903-92.1% | $7,339-94.7% | $5,403-92.8% |