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 5-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 | $31,946 | $154,228-79.3% | $145,433-78.0% | $137,256-76.7% |
| Participation rate | 77.3% | 83.8%-6.5pp | 82.1%-4.8pp | 80.0%-2.7pp |
| Annual return | 39.61% | 74.59%-35.0pp | 66.58%-27.0pp | 220.34%-180.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,943 | $8,216+45.3% | $7,897+51.2% | $6,407+86.4% |
| Admin fee / account holder | $5,006 | $14,344-65.1% | $13,129-61.9% | $12,270-59.2% |