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 9-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 | $18,471 | $99,877-81.5% | $84,966-78.3% | $145,922-87.3% |
| Participation rate | 73.3% | 74.1%-0.8pp | 67.5%+5.8pp | 80.3%-6.9pp |
| Annual return | 12.34% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,408 | $5,291-16.7% | $4,519-2.5% | $6,688-34.1% |
| Admin fee / account holder | $2,795 | $7,248-61.4% | $6,149-54.5% | $13,397-79.1% |