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 | $35,941 | $58,577-38.6% | $83,333-56.9% | $64,186-44.0% |
| Participation rate | 87.5% | 72.0%+15.5pp | 77.8%+9.7pp | 69.6%+17.9pp |
| Annual return | -6.72% | 9.65%-16.4pp | 10.63%-17.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,145 | $4,654-53.9% | $5,565-61.5% | $3,470-38.2% |
| Admin fee / account holder | $3,270 | $9,275-64.7% | $7,510-56.5% | $4,888-33.1% |