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 | $49,399 | $61,660-19.9% | $80,019-38.3% | $64,186-23.0% |
| Participation rate | 74.3% | 71.7%+2.6pp | 75.8%-1.5pp | 69.6%+4.7pp |
| Annual return | -3.19% | -0.33%-2.9pp | 11.22%-14.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,165 | $2,968-27.0% | $3,686-41.3% | $3,470-37.6% |
| Admin fee / account holder | $12,482 | $5,417+130.4% | $6,521+91.4% | $4,888+155.4% |