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 | $31,193 | $42,894-27.3% | $60,874-48.8% | $68,494-54.5% |
| Participation rate | 76.0% | 66.8%+9.2pp | 73.1%+2.9pp | 67.9%+8.1pp |
| Annual return | -12.25% | -13.98%+1.7pp | 16.90%-29.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,027 | $2,867+40.5% | $3,817+5.5% | $4,0270% |
| Admin fee / account holder | $642 | $3,101-79.3% | $3,224-80.1% | $5,403-88.1% |