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 | $43,185 | $77,145-44.0% | $108,410-60.2% | $85,850-49.7% |
| Participation rate | 72.0% | 74.7%-2.7pp | 80.1%-8.1pp | 69.3%+2.7pp |
| Annual return | 17.08% | 44.54%-27.5pp | 905.27%-888.2pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,793 | $5,566+93.9% | $6,563+64.5% | $3,952+173.1% |
| Admin fee / account holder | $4,939 | $5,172-4.5% | $7,295-32.3% | $6,260-21.1% |