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 | $70,332 | $73,004-3.7% | $90,749-22.5% | $68,494+2.7% |
| Participation rate | 83.1% | 70.8%+12.3pp | 75.7%+7.4pp | 67.9%+15.2pp |
| Annual return | -3.12% | -13.81%+10.7pp | -12.16%+9.0pp | -7.84%+4.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,306 | $3,627+18.7% | $4,564-5.6% | $4,027+6.9% |
| Admin fee / account holder | $6,948 | $5,896+17.8% | $8,445-17.7% | $5,403+28.6% |