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 | $19,743 | $88,594-77.7% | $70,092-71.8% | $134,475-85.3% |
| Participation rate | 72.2% | 74.9%-2.7pp | 70.5%+1.7pp | 81.2%-9.0pp |
| Annual return | -13.81% | 442.67%-456.5pp | 190.73%-204.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,708 | $4,772-64.2% | $3,849-55.6% | $6,400-73.3% |
| Admin fee / account holder | $3,856 | $10,441-63.1% | $6,267-38.5% | $11,426-66.3% |