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 | $28,615 | $42,894-33.3% | $60,874-53.0% | $68,494-58.2% |
| Participation rate | 73.3% | 66.8%+6.5pp | 73.1%+0.2pp | 67.9%+5.4pp |
| Annual return | -16.75% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,500 | $2,867-47.7% | $3,817-60.7% | $4,027-62.8% |
| Admin fee / account holder | $616 | $3,101-80.1% | $3,224-80.9% | $5,403-88.6% |