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 | $42,567 | $82,664-48.5% | $125,339-66.0% | $68,494-37.9% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -14.62% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $21,798 | $6,110+256.7% | $7,446+192.7% | $4,027+441.3% |
| Admin fee / account holder | $5,034 | $6,275-19.8% | $10,010-49.7% | $5,403-6.8% |