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 9-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 | $24,534 | $77,813-68.5% | $123,544-80.1% | $64,186-61.8% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | -7.00% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,527 | $5,240+120.0% | $6,426+79.4% | $3,470+232.2% |
| Admin fee / account holder | $2,098 | $5,519-62.0% | $9,284-77.4% | $4,888-57.1% |