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 | $35,474 | $54,726-35.2% | $68,793-48.4% | $64,186-44.7% |
| Participation rate | 79.4% | 68.0%+11.4pp | 72.2%+7.2pp | 69.6%+9.8pp |
| Annual return | -2.31% | -1.62%-0.7pp | -4.63%+2.3pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,598 | $2,626-39.2% | $3,311-51.7% | $3,470-53.9% |
| Admin fee / account holder | $1,373 | $4,027-65.9% | $5,131-73.2% | $4,888-71.9% |