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 | $56,473 | $140,578-59.8% | $100,671-43.9% | $125,391-55.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 70.7%+18.2pp | 83.2%+5.7pp |
| Annual return | 11.13% | 24.67%-13.5pp | 20.43%-9.3pp | 282.22%-271.1pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,160 | $3,981+29.6% | $3,144+64.2% | $5,352-3.6% |
| Admin fee / account holder | $8,417 | $6,716+25.3% | $4,850+73.6% | $9,540-11.8% |