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 | $21,583 | $59,107-63.5% | $86,436-75.0% | $68,494-68.5% |
| Participation rate | 89.0% | 75.2%+13.8pp | 80.3%+8.7pp | 67.9%+21.2pp |
| Annual return | -2.04% | -0.23%-1.8pp | 4394.89%-4396.9pp | -7.84%+5.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,320 | $5,901+41.0% | $6,952+19.7% | $4,027+106.6% |
| Admin fee / account holder | $1,405 | $5,637-75.1% | $6,731-79.1% | $5,403-74.0% |