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 | $36,290 | $67,411-46.2% | $91,001-60.1% | $70,131-48.3% |
| Participation rate | 84.3% | 71.4%+12.9pp | 75.6%+8.7pp | 69.5%+14.7pp |
| Annual return | 16.56% | -40.16%+56.7pp | 4.60%+12.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,593 | $2,823+27.3% | $3,547+1.3% | $3,332+7.8% |
| Admin fee / account holder | $6,318 | $4,236+49.2% | $5,417+16.6% | $4,645+36.0% |