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 | $23,314 | $82,664-71.8% | $125,339-81.4% | $68,494-66.0% |
| Participation rate | 89.6% | 75.0%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -5.01% | -5.97%+1.0pp | 572.05%-577.1pp | -7.84%+2.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,365 | $6,110+86.0% | $7,446+52.6% | $4,027+182.2% |
| Admin fee / account holder | $1,400 | $6,275-77.7% | $10,010-86.0% | $5,403-74.1% |