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 | $16,971 | $56,484-70.0% | $169,463-90.0% | $64,186-73.6% |
| Participation rate | 84.8% | 64.5%+20.2pp | 77.8%+7.0pp | 69.6%+15.2pp |
| Annual return | -2.68% | -1.55%-1.1pp | 1.83%-4.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,798 | $3,448-18.9% | $5,277-47.0% | $3,470-19.4% |
| Admin fee / account holder | $3,872 | $4,174-7.2% | $9,109-57.5% | $4,888-20.8% |