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 | $26,806 | $50,958-47.4% | $74,550-64.0% | $64,186-58.2% |
| Participation rate | 71.9% | 61.1%+10.9pp | 69.1%+2.8pp | 69.6%+2.4pp |
| Annual return | -8.02% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,213 | $2,301-3.9% | $3,108-28.8% | $3,470-36.2% |
| Admin fee / account holder | $1,195 | $4,223-71.7% | $5,060-76.4% | $4,888-75.6% |