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 | $69,464 | $97,044-28.4% | $83,333-16.6% | $135,375-48.7% |
| Participation rate | 72.7% | 80.4%-7.7pp | 77.8%-5.0pp | 82.6%-9.9pp |
| Annual return | -6.55% | 12.31%-18.9pp | 10.63%-17.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,774 | $5,964+63.9% | $5,565+75.6% | $5,609+74.3% |
| Admin fee / account holder | $5,769 | $8,380-31.2% | $7,510-23.2% | $10,827-46.7% |