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 | $211,151 | $127,100+66.1% | $105,738+99.7% | $135,375+56.0% |
| Participation rate | 77.3% | 82.7%-5.4pp | 76.3%+0.9pp | 82.6%-5.4pp |
| Annual return | -4.24% | 4.49%-8.7pp | 6.27%-10.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,313 | $5,064-54.3% | $4,080-43.3% | $5,609-58.8% |
| Admin fee / account holder | $3,953 | $9,087-56.5% | $6,913-42.8% | $10,827-63.5% |