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 | $73,390 | $127,386-42.4% | $115,037-36.2% | $125,391-41.5% |
| Participation rate | 76.2% | 84.2%-8.0pp | 81.4%-5.2pp | 83.2%-7.0pp |
| Annual return | -0.08% | 31.28%-31.4pp | 26.14%-26.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,888 | $6,423-23.9% | $6,026-18.9% | $5,352-8.7% |
| Admin fee / account holder | $2,918 | $9,516-69.3% | $8,175-64.3% | $9,540-69.4% |