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 | $27,398 | $52,681-48.0% | $75,781-63.8% | $59,632-54.1% |
| Participation rate | 72.3% | 67.2%+5.1pp | 75.8%-3.5pp | 68.7%+3.7pp |
| Annual return | -0.63% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $58 | $2,193-97.4% | $3,323-98.3% | $2,203-97.4% |
| Participant deferral / active EE | $2,454 | $2,591-5.3% | $3,651-32.8% | $3,192-23.1% |
| Admin fee / account holder | $3,318 | $3,610-8.1% | $5,299-37.4% | $4,297-22.8% |