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 7-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 | $79,972 | $127,386-37.2% | $115,037-30.5% | $125,391-36.2% |
| Participation rate | 73.7% | 84.2%-10.5pp | 81.4%-7.7pp | 83.2%-9.5pp |
| Annual return | -1.80% | 31.28%-33.1pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,787 | $6,423-25.5% | $6,026-20.6% | $5,352-10.5% |
| Admin fee / account holder | $1,450 | $9,516-84.8% | $8,175-82.3% | $9,540-84.8% |