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 | $46,859 | $62,586-25.1% | $76,768-39.0% | $64,186-27.0% |
| Participation rate | 91.0% | 72.8%+18.2pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -4.17% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,634 | $3,145+47.4% | $3,852+20.3% | $3,470+33.6% |
| Admin fee / account holder | $1,016 | $4,667-78.2% | $6,675-84.8% | $4,888-79.2% |