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 8-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 | $18,908 | $138,044-86.3% | $125,339-84.9% | $134,475-85.9% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -17.76% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $958 | $5,243-81.7% | $4,814-80.1% | $4,740-79.8% |
| Participant deferral / active EE | $4,309 | $7,799-44.7% | $7,446-42.1% | $6,400-32.7% |
| Admin fee / account holder | $1,660 | $11,571-85.7% | $10,010-83.4% | $11,426-85.5% |