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 | $203,839 | $59,805+240.8% | $79,550+156.2% | $68,494+197.6% |
| Participation rate | 81.0% | 61.1%+19.9pp | 69.5%+11.5pp | 67.9%+13.1pp |
| Annual return | -11.69% | -12.30%+0.6pp | 0.16%-11.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,244 | $3,024+40.3% | $3,985+6.5% | $4,027+5.4% |
| Admin fee / account holder | $6,384 | $4,835+32.0% | $6,832-6.6% | $5,403+18.2% |