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 | $46,620 | $78,694-40.8% | $67,652-31.1% | $125,391-62.8% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -2.18% | 9.46%-11.6pp | 6625.04%-6627.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $217 | $3,044-92.9% | $2,266-90.4% | $4,866-95.5% |
| Participant deferral / active EE | $3,097 | $4,292-27.9% | $3,560-13.0% | $5,352-42.1% |
| Admin fee / account holder | $1,109 | $7,403-85.0% | $4,821-77.0% | $9,540-88.4% |