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 3-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 | $31,728 | $131,829-75.9% | $108,579-70.8% | $273,961-88.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.79% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,695 | $5,127+50.1% | $4,311+78.5% | $5,287+45.5% |
| Admin fee / account holder | $5,157 | $10,252-49.7% | $7,645-32.6% | $10,132-49.1% |