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 | $34,411 | $150,187-77.1% | $120,354-71.4% | $145,922-76.4% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.5pp |
| Annual return | 11.35% | 154.07%-142.7pp | 107.15%-95.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,022 | $6,173-67.2% | $4,991-59.5% | $6,688-69.8% |
| Admin fee / account holder | $379 | $12,207-96.9% | $9,423-96.0% | $13,397-97.2% |