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 | $29,967 | $59,107-49.3% | $86,436-65.3% | $68,494-56.2% |
| Participation rate | 72.4% | 75.2%-2.8pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | 18.75% | -0.23%+19.0pp | 4394.89%-4376.1pp | -7.84%+26.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,760 | $5,901+99.3% | $6,952+69.2% | $4,027+192.0% |
| Admin fee / account holder | $3,660 | $5,637-35.1% | $6,731-45.6% | $5,403-32.3% |