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 10-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 | $55,727 | $129,942-57.1% | $104,294-46.6% | $134,475-58.6% |
| Participation rate | 72.2% | 79.5%-7.3pp | 73.3%-1.0pp | 81.2%-9.0pp |
| Annual return | -13.50% | 42.03%-55.5pp | 24.61%-38.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,712 | $5,588-33.6% | $4,625-19.8% | $6,400-42.0% |
| Admin fee / account holder | $4,571 | $9,323-51.0% | $7,339-37.7% | $11,426-60.0% |