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 | $45,122 | $83,427-45.9% | $115,756-61.0% | $68,494-34.1% |
| Participation rate | 91.3% | 71.9%+19.4pp | 77.1%+14.2pp | 67.9%+23.4pp |
| Annual return | -14.53% | -10.95%-3.6pp | 143.14%-157.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $722 | $3,075-76.5% | $3,793-81.0% | $2,596-72.2% |
| Participant deferral / active EE | $2,163 | $5,355-59.6% | $6,254-65.4% | $4,027-46.3% |
| Admin fee / account holder | $811 | $5,708-85.8% | $8,124-90.0% | $5,403-85.0% |