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 6-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 | $31,474 | $82,664-61.9% | $125,339-74.9% | $68,494-54.0% |
| Participation rate | 74.7% | 75.0%-0.3pp | 82.4%-7.7pp | 67.9%+6.8pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $545 | $3,381-83.9% | $4,814-88.7% | $2,596-79.0% |
| Participant deferral / active EE | $3,850 | $6,110-37.0% | $7,446-48.3% | $4,027-4.4% |
| Admin fee / account holder | $1,591 | $6,275-74.6% | $10,010-84.1% | $5,403-70.6% |