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 | $46,385 | $73,867-37.2% | $143,757-67.7% | $68,494-32.3% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -11.63% | 1.01%-12.6pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | -$0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,866 | $3,384+14.2% | $5,637-31.4% | $4,027-4.0% |
| Admin fee / account holder | $2,332 | $5,755-59.5% | $14,673-84.1% | $5,403-56.8% |