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 | $59,597 | $152,509-60.9% | $117,472-49.3% | $134,475-55.7% |
| Participation rate | 70.0% | 77.1%-7.1pp | 70.6%-0.6pp | 81.2%-11.2pp |
| Annual return | -17.01% | 52.99%-70.0pp | 29.74%-46.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,065 | $4,818+46.7% | $4,070+73.6% | $6,400+10.4% |
| Admin fee / account holder | $2,348 | $7,004-66.5% | $5,645-58.4% | $11,426-79.4% |