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 | $79,729 | $129,942-38.6% | $104,294-23.6% | $134,475-40.7% |
| Participation rate | 72.7% | 79.5%-6.8pp | 73.3%-0.5pp | 81.2%-8.5pp |
| Annual return | -0.97% | 42.03%-43.0pp | 24.61%-25.6pp | 417.96%-418.9pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,740 | $5,588-33.1% | $4,625-19.1% | $6,400-41.6% |
| Admin fee / account holder | $809 | $9,323-91.3% | $7,339-89.0% | $11,426-92.9% |