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 | $25,486 | $106,543-76.1% | $91,220-72.1% | $134,475-81.0% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -18.45% | 160.60%-179.1pp | 114.01%-132.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,408 | $4,719+57.0% | $4,234+75.0% | $6,400+15.8% |
| Admin fee / account holder | $321 | $6,231-94.9% | $5,420-94.1% | $11,426-97.2% |