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 | $29,922 | $42,894-30.2% | $60,874-50.8% | $68,494-56.3% |
| Participation rate | 92.5% | 66.8%+25.7pp | 73.1%+19.4pp | 67.9%+24.6pp |
| Annual return | -13.14% | -13.98%+0.8pp | 16.90%-30.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3 | $1,978-99.8% | $2,701-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $3,292 | $2,867+14.8% | $3,817-13.7% | $4,027-18.2% |
| Admin fee / account holder | $711 | $3,101-77.1% | $3,224-78.0% | $5,403-86.8% |