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 | $41,672 | $62,586-33.4% | $76,768-45.7% | $64,186-35.1% |
| Participation rate | 72.1% | 72.8%-0.7pp | 77.0%-4.9pp | 69.6%+2.5pp |
| Annual return | -3.60% | -1.95%-1.7pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,222 | $3,145-29.3% | $3,852-42.3% | $3,470-36.0% |
| Admin fee / account holder | $2,147 | $4,667-54.0% | $6,675-67.8% | $4,888-56.1% |