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 | $23,168 | $48,265-52.0% | $68,791-66.3% | $68,494-66.2% |
| Participation rate | 97.1% | 60.7%+36.4pp | 69.0%+28.0pp | 67.9%+29.2pp |
| Annual return | -18.00% | -12.71%-5.3pp | -6.38%-11.6pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,199 | $2,867+81.4% | $3,941+31.9% | $4,027+29.1% |
| Admin fee / account holder | $1,411 | $4,355-67.6% | $4,932-71.4% | $5,403-73.9% |