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 | $19,393 | $74,888-74.1% | $71,209-72.8% | $142,382-86.4% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 19.84% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,916 | $4,454+10.4% | $4,175+17.7% | $6,507-24.5% |
| Admin fee / account holder | $347 | $5,568-93.8% | $5,349-93.5% | $12,624-97.2% |