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 | $62,177 | $110,094-43.5% | $151,611-59.0% | $68,494-9.2% |
| Participation rate | 76.2% | 84.0%-7.8pp | 87.5%-11.3pp | 67.9%+8.3pp |
| Annual return | -6.56% | -10.12%+3.6pp | 3.33%-9.9pp | -7.84%+1.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,727 | $6,527-42.9% | $8,363-55.4% | $4,027-7.5% |
| Admin fee / account holder | $4,788 | $7,719-38.0% | $11,616-58.8% | $5,403-11.4% |