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 8-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 | $90,546 | $72,404+25.1% | $110,238-17.9% | $64,186+41.1% |
| Participation rate | 97.0% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $49 | $2,282-97.9% | $3,826-98.7% | $2,381-98.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,226 | $5,664-43.0% | $8,547-62.3% | $4,888-34.0% |