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 7-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 | $15,156 | $88,594-82.9% | $70,092-78.4% | $134,475-88.7% |
| Participation rate | 82.4% | 74.9%+7.4pp | 70.5%+11.9pp | 81.2%+1.1pp |
| Annual return | -16.71% | 442.67%-459.4pp | 190.73%-207.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,726 | $4,772-21.9% | $3,849-3.2% | $6,400-41.8% |
| Admin fee / account holder | $1,648 | $10,441-84.2% | $6,267-73.7% | $11,426-85.6% |