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 9-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 | $56,012 | $67,411-16.9% | $91,001-38.4% | $70,131-20.1% |
| Participation rate | 70.7% | 71.4%-0.7pp | 75.6%-4.9pp | 69.5%+1.1pp |
| Annual return | 13.63% | -40.16%+53.8pp | 4.60%+9.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,029 | $2,823-28.1% | $3,547-42.8% | $3,332-39.1% |
| Admin fee / account holder | $17,917 | $4,236+323.0% | $5,417+230.7% | $4,645+285.7% |