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 | $35,675 | $53,162-32.9% | $91,220-60.9% | $68,494-47.9% |
| Participation rate | 79.4% | 63.2%+16.2pp | 73.2%+6.2pp | 67.9%+11.5pp |
| Annual return | -15.19% | -3.14%-12.0pp | 114.01%-129.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,123 | $2,974-28.6% | $4,234-49.8% | $4,027-47.3% |
| Admin fee / account holder | $3,230 | $4,493-28.1% | $5,420-40.4% | $5,403-40.2% |