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 8-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 | $139,810 | $72,404+93.1% | $110,238+26.8% | $64,186+117.8% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.6%+7.9pp |
| Annual return | -5.73% | -6.29%+0.6pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,622 | $3,469+177.4% | $4,672+106.0% | $3,470+177.3% |
| Admin fee / account holder | $23,217 | $5,664+309.9% | $8,547+171.6% | $4,888+375.0% |