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 | $39,972 | $71,883-44.4% | $86,677-53.9% | $68,494-41.6% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -17.21% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,365 | $3,779-11.0% | $4,656-27.7% | $4,027-16.5% |
| Admin fee / account holder | $7,898 | $6,112+29.2% | $7,493+5.4% | $5,403+46.2% |