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 7-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 | $15,243 | $48,265-68.4% | $68,791-77.8% | $68,494-77.7% |
| Participation rate | 73.8% | 60.7%+13.1pp | 69.0%+4.8pp | 67.9%+5.9pp |
| Annual return | -11.43% | -12.71%+1.3pp | -6.38%-5.0pp | -7.84%-3.6pp |
| Employer contribution / active EE | $268 | $1,829-85.3% | $2,655-89.9% | $2,596-89.7% |
| Participant deferral / active EE | $1,510 | $2,867-47.3% | $3,941-61.7% | $4,027-62.5% |
| Admin fee / account holder | $1,696 | $4,355-61.1% | $4,932-65.6% | $5,403-68.6% |