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 | $39,070 | $73,867-47.1% | $143,757-72.8% | $68,494-43.0% |
| Participation rate | 75.4% | 66.7%+8.7pp | 80.3%-4.9pp | 67.9%+7.5pp |
| Annual return | -14.19% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $165 | $3,184-94.8% | $4,951-96.7% | $2,596-93.7% |
| Participant deferral / active EE | $2,172 | $3,384-35.8% | $5,637-61.5% | $4,027-46.1% |
| Admin fee / account holder | $10,577 | $5,755+83.8% | $14,673-27.9% | $5,403+95.8% |