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 | $34,731 | $45,863-24.3% | $77,024-54.9% | $68,494-49.3% |
| Participation rate | 84.6% | 55.9%+28.7pp | 67.9%+16.7pp | 67.9%+16.7pp |
| Annual return | -18.61% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,255 | $2,962-23.9% | $4,426-49.1% | $4,027-44.0% |
| Admin fee / account holder | $1,273 | $3,041-58.1% | $5,425-76.5% | $5,403-76.4% |