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 | $43,443 | $152,509-71.5% | $117,472-63.0% | $134,475-67.7% |
| Participation rate | 84.6% | 77.1%+7.5pp | 70.6%+14.0pp | 81.2%+3.4pp |
| Annual return | -13.52% | 52.99%-66.5pp | 29.74%-43.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,547 | $4,818-47.1% | $4,070-37.4% | $6,400-60.2% |
| Admin fee / account holder | $857 | $7,004-87.8% | $5,645-84.8% | $11,426-92.5% |