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 | $54,334 | $81,900-33.7% | $119,609-54.6% | $68,494-20.7% |
| Participation rate | 70.4% | 71.9%-1.5pp | 79.3%-8.9pp | 67.9%+2.5pp |
| Annual return | -13.25% | -23.82%+10.6pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,182 | $4,148-47.4% | $5,602-61.0% | $4,027-45.8% |
| Admin fee / account holder | $2,981 | $6,582-54.7% | $10,323-71.1% | $5,403-44.8% |