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 3-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 | $17,012 | $100,773-83.1% | $88,946-80.9% | $142,382-88.1% |
| Participation rate | 91.3% | 74.3%+17.0pp | 68.8%+22.5pp | 80.1%+11.2pp |
| Annual return | 25.96% | 70.18%-44.2pp | 57.82%-31.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,673 | $5,230+46.7% | $4,581+67.5% | $6,507+17.9% |
| Admin fee / account holder | $1,199 | $9,693-87.6% | $8,261-85.5% | $12,624-90.5% |