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 | $123,912 | $48,265+156.7% | $68,791+80.1% | $68,494+80.9% |
| Participation rate | 89.7% | 60.7%+29.0pp | 69.0%+20.6pp | 67.9%+21.8pp |
| Annual return | -4.43% | -12.71%+8.3pp | -6.38%+2.0pp | -7.84%+3.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,936 | $2,867+72.2% | $3,941+25.2% | $4,027+22.6% |
| Admin fee / account holder | $3,952 | $4,355-9.3% | $4,932-19.9% | $5,403-26.9% |