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 | $18,802 | $73,867-74.5% | $143,757-86.9% | $68,494-72.5% |
| Participation rate | 96.6% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -17.30% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,725 | $3,384-19.5% | $5,637-51.7% | $4,027-32.3% |
| Admin fee / account holder | $460 | $5,755-92.0% | $14,673-96.9% | $5,403-91.5% |