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 | $24,150 | $63,861-62.2% | $104,607-76.9% | $79,858-69.8% |
| Participation rate | 97.1% | 64.9%+32.2pp | 74.1%+23.1pp | 69.6%+27.5pp |
| Annual return | 32.17% | 21.30%+10.9pp | 340.46%-308.3pp | 31.71%+0.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,904 | $2,693+193.5% | $3,740+111.4% | $3,740+111.3% |
| Admin fee / account holder | $2,604 | $4,185-37.8% | $6,473-59.8% | $5,306-50.9% |