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 | $30,026 | $42,383-29.2% | $76,523-60.8% | $64,186-53.2% |
| Participation rate | 93.3% | 58.1%+35.2pp | 68.0%+25.3pp | 69.6%+23.8pp |
| Annual return | -6.83% | -16.54%+9.7pp | -0.27%-6.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,638 | $2,566+41.8% | $3,835-5.1% | $3,470+4.9% |
| Admin fee / account holder | $5,563 | $3,198+73.9% | $4,848+14.7% | $4,888+13.8% |