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 | $11,944 | $152,509-92.2% | $117,472-89.8% | $134,475-91.1% |
| Participation rate | 81.0% | 77.1%+3.9pp | 70.6%+10.4pp | 81.2%-0.3pp |
| Annual return | -18.96% | 52.99%-71.9pp | 29.74%-48.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,164 | $4,818-55.1% | $4,070-46.8% | $6,400-66.2% |
| Admin fee / account holder | $820 | $7,004-88.3% | $5,645-85.5% | $11,426-92.8% |