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 | $52,334 | $54,726-4.4% | $68,793-23.9% | $64,186-18.5% |
| Participation rate | 71.4% | 68.0%+3.4pp | 72.2%-0.8pp | 69.6%+1.9pp |
| Annual return | -4.61% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,711 | $2,626+117.4% | $3,311+72.5% | $3,470+64.6% |
| Admin fee / account holder | $19,616 | $4,027+387.1% | $5,131+282.3% | $4,888+301.3% |