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 4-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 | $7,017 | $101,618-93.1% | $93,063-92.5% | $137,256-94.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 10.54% | 223.95%-213.4pp | 34.15%-23.6pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $857 | $4,279-80.0% | $3,958-78.3% | $6,407-86.6% |
| Admin fee / account holder | $3,561 | $6,198-42.6% | $6,033-41.0% | $12,270-71.0% |