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 | $54,863 | $64,707-15.2% | $112,228-51.1% | $68,494-19.9% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -5.55% | -11.40%+5.9pp | 27.45%-33.0pp | -7.84%+2.3pp |
| Employer contribution / active EE | $466 | $2,746-83.0% | $3,635-87.2% | $2,596-82.1% |
| Participant deferral / active EE | $2,344 | $3,565-34.2% | $4,728-50.4% | $4,027-41.8% |
| Admin fee / account holder | $3,414 | $5,232-34.8% | $6,410-46.7% | $5,403-36.8% |