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 | $34,815 | $48,265-27.9% | $68,791-49.4% | $68,494-49.2% |
| Participation rate | 80.8% | 60.7%+20.1pp | 69.0%+11.7pp | 67.9%+12.9pp |
| Annual return | -17.43% | -12.71%-4.7pp | -6.38%-11.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,259 | $2,867-56.1% | $3,941-68.1% | $4,027-68.7% |
| Admin fee / account holder | $3,194 | $4,355-26.7% | $4,932-35.2% | $5,403-40.9% |