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 6-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 | $63,776 | $78,694-19.0% | $67,652-5.7% | $125,391-49.1% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -0.45% | 9.46%-9.9pp | 6625.04%-6625.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $402 | $3,044-86.8% | $2,266-82.3% | $4,866-91.7% |
| Participant deferral / active EE | $2,491 | $4,292-42.0% | $3,560-30.0% | $5,352-53.5% |
| Admin fee / account holder | $5,819 | $7,403-21.4% | $4,821+20.7% | $9,540-39.0% |