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 | $57,965 | $76,912-24.6% | $129,110-55.1% | $68,494-15.4% |
| Participation rate | 80.0% | 69.1%+10.9pp | 77.3%+2.7pp | 67.9%+12.1pp |
| Annual return | -7.71% | -9.78%+2.1pp | -10.94%+3.2pp | -7.84%+0.1pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,580 | $4,732-3.2% | $6,542-30.0% | $4,027+13.7% |
| Admin fee / account holder | $751 | $6,638-88.7% | $14,302-94.7% | $5,403-86.1% |