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 | $32,979 | $82,664-60.1% | $125,339-73.7% | $68,494-51.9% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,002 | $6,110+112.8% | $7,446+74.6% | $4,027+222.9% |
| Admin fee / account holder | $871 | $6,275-86.1% | $10,010-91.3% | $5,403-83.9% |