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 7-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 | $17,759 | $45,863-61.3% | $77,024-76.9% | $68,494-74.1% |
| Participation rate | 71.8% | 55.9%+15.9pp | 67.9%+3.9pp | 67.9%+3.9pp |
| Annual return | -16.59% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,306 | $2,962+11.6% | $4,426-25.3% | $4,027-17.9% |
| Admin fee / account holder | $1,873 | $3,041-38.4% | $5,425-65.5% | $5,403-65.3% |