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 | $38,069 | $54,726-30.4% | $68,793-44.7% | $64,186-40.7% |
| Participation rate | 84.0% | 68.0%+16.0pp | 72.2%+11.8pp | 69.6%+14.4pp |
| Annual return | -3.16% | -1.62%-1.5pp | -4.63%+1.5pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,939 | $2,626+11.9% | $3,311-11.2% | $3,470-15.3% |
| Admin fee / account holder | $362 | $4,027-91.0% | $5,131-92.9% | $4,888-92.6% |