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 | $33,223 | $58,577-43.3% | $83,333-60.1% | $64,186-48.2% |
| Participation rate | 73.5% | 72.0%+1.5pp | 77.8%-4.2pp | 69.6%+4.0pp |
| Annual return | -6.29% | 9.65%-15.9pp | 10.63%-16.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,187 | $4,654-53.0% | $5,565-60.7% | $3,470-37.0% |
| Admin fee / account holder | $850 | $9,275-90.8% | $7,510-88.7% | $4,888-82.6% |