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 7-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 | $35,907 | $57,354-37.4% | $83,848-57.2% | $64,186-44.1% |
| Participation rate | 82.1% | 68.6%+13.4pp | 76.1%+5.9pp | 69.6%+12.5pp |
| Annual return | -8.29% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $197 | $2,545-92.3% | $3,631-94.6% | $2,381-91.7% |
| Participant deferral / active EE | $6,076 | $2,993+103.0% | $4,082+48.9% | $3,470+75.1% |
| Admin fee / account holder | $6,103 | $4,046+50.8% | $5,478+11.4% | $4,888+24.8% |