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 7-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 | $21,977 | $129,942-83.1% | $104,294-78.9% | $134,475-83.7% |
| Participation rate | 72.7% | 79.5%-6.8pp | 73.3%-0.5pp | 81.2%-8.5pp |
| Annual return | -18.57% | 42.03%-60.6pp | 24.61%-43.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,882 | $5,588-66.3% | $4,625-59.3% | $6,400-70.6% |
| Admin fee / account holder | $324 | $9,323-96.5% | $7,339-95.6% | $11,426-97.2% |