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 | $40,993 | $71,883-43.0% | $86,677-52.7% | $68,494-40.2% |
| Participation rate | 79.5% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.7pp |
| Annual return | -17.87% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,917 | $3,779+3.7% | $4,656-15.9% | $4,027-2.7% |
| Admin fee / account holder | $1,189 | $6,112-80.6% | $7,493-84.1% | $5,403-78.0% |