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 | $34,430 | $42,894-19.7% | $60,874-43.4% | $68,494-49.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.07% | -13.98%-2.1pp | 16.90%-33.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $172 | $1,978-91.3% | $2,701-93.6% | $2,596-93.4% |
| Participant deferral / active EE | $2,108 | $2,867-26.5% | $3,817-44.8% | $4,027-47.6% |
| Admin fee / account holder | $5,875 | $3,101+89.5% | $3,224+82.2% | $5,403+8.7% |