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 | $46,155 | $111,724-58.7% | $93,606-50.7% | $145,922-68.4% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 9.96% | 202.98%-193.0pp | 133.20%-123.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,202 | $4,912+26.3% | $4,411+40.6% | $6,688-7.3% |
| Admin fee / account holder | $8,572 | $10,250-16.4% | $8,285+3.5% | $13,397-36.0% |