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 | $31,590 | $69,010-54.2% | $159,960-80.3% | $68,494-53.9% |
| Participation rate | 76.5% | 65.4%+11.1pp | 78.0%-1.5pp | 67.9%+8.6pp |
| Annual return | -16.00% | -9.65%-6.4pp | 408.60%-424.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,947 | $4,212+17.5% | $6,182-20.0% | $4,027+22.9% |
| Admin fee / account holder | $506 | $4,798-89.5% | $8,698-94.2% | $5,403-90.6% |