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 | $26,434 | $82,286-67.9% | $68,791-61.6% | $134,475-80.3% |
| Participation rate | 73.9% | 75.1%-1.1pp | 69.0%+4.9pp | 81.2%-7.3pp |
| Annual return | -7.13% | -2.19%-4.9pp | -6.38%-0.8pp | 417.96%-425.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,492 | $4,739-68.5% | $3,941-62.1% | $6,400-76.7% |
| Admin fee / account holder | $2,159 | $6,481-66.7% | $4,932-56.2% | $11,426-81.1% |