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 4-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 | $81,353 | $71,883+13.2% | $86,677-6.1% | $68,494+18.8% |
| Participation rate | 98.1% | 72.2%+25.9pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -10.68% | 3.52%-14.2pp | 35.91%-46.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,989 | $3,779-47.4% | $4,656-57.3% | $4,027-50.6% |
| Admin fee / account holder | $419 | $6,112-93.1% | $7,493-94.4% | $5,403-92.2% |