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 10-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 | $36,208 | $57,354-36.9% | $83,848-56.8% | $64,186-43.6% |
| Participation rate | 94.5% | 68.6%+25.9pp | 76.1%+18.4pp | 69.6%+25.0pp |
| Annual return | -6.43% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,459 | $2,993-17.8% | $4,082-39.8% | $3,470-29.1% |
| Admin fee / account holder | $411 | $4,046-89.8% | $5,478-92.5% | $4,888-91.6% |