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 | $42,980 | $67,411-36.2% | $91,001-52.8% | $70,131-38.7% |
| Participation rate | 75.3% | 71.4%+3.9pp | 75.6%-0.3pp | 69.5%+5.7pp |
| Annual return | 14.69% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,231 | $2,823-21.0% | $3,547-37.1% | $3,332-33.0% |
| Admin fee / account holder | $2,531 | $4,236-40.3% | $5,417-53.3% | $4,645-45.5% |