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 6-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 | $40,672 | $67,331-39.6% | $60,874-33.2% | $134,475-69.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.1%-0.4pp | 81.2%-8.5pp |
| Annual return | -15.05% | 49.93%-65.0pp | 16.90%-31.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,977 | $4,538+9.7% | $3,817+30.4% | $6,400-22.2% |
| Admin fee / account holder | $4,876 | $4,582+6.4% | $3,224+51.2% | $11,426-57.3% |