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 8-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 | $12,505 | $65,409-80.9% | $98,442-87.3% | $85,850-85.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.0pp | 69.3%+28.1pp |
| Annual return | 15.28% | 21.76%-6.5pp | 1492.73%-1477.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,598 | $3,166+45.2% | $4,276+7.5% | $3,952+16.4% |
| Admin fee / account holder | $1,428 | $4,593-68.9% | $5,949-76.0% | $6,260-77.2% |