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 4-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 | $10,423 | $152,509-93.2% | $117,472-91.1% | $134,475-92.2% |
| Participation rate | 70.8% | 77.1%-6.3pp | 70.6%+0.2pp | 81.2%-10.4pp |
| Annual return | -13.49% | 52.99%-66.5pp | 29.74%-43.2pp | 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 | $4,474 | $4,818-7.1% | $4,070+9.9% | $6,400-30.1% |
| Admin fee / account holder | $875 | $7,004-87.5% | $5,645-84.5% | $11,426-92.3% |