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 5-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 | $62,544 | $129,942-51.9% | $104,294-40.0% | $134,475-53.5% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -19.56% | 42.03%-61.6pp | 24.61%-44.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,941 | $5,588-47.4% | $4,625-36.4% | $6,400-54.0% |
| Admin fee / account holder | $832 | $9,323-91.1% | $7,339-88.7% | $11,426-92.7% |