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 | $25,634 | $64,307-60.1% | $57,343-55.3% | $125,391-79.6% |
| Participation rate | 95.7% | 78.6%+17.0pp | 75.1%+20.6pp | 83.2%+12.5pp |
| Annual return | -1.06% | 25.12%-26.2pp | 24.39%-25.5pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,544 | $3,848+148.0% | $3,162+201.8% | $5,352+78.3% |
| Admin fee / account holder | $1,344 | $5,242-74.4% | $3,356-60.0% | $9,540-85.9% |