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 | $50,201 | $57,354-12.5% | $83,848-40.1% | $64,186-21.8% |
| Participation rate | 73.0% | 68.6%+4.4pp | 76.1%-3.2pp | 69.6%+3.4pp |
| Annual return | -4.31% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,645 | $2,993-11.6% | $4,082-35.2% | $3,470-23.8% |
| Admin fee / account holder | $1,282 | $4,046-68.3% | $5,478-76.6% | $4,888-73.8% |