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 | $97,125-82.5% | $86,233-80.3% | $137,256-87.6% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.0%+22.3pp | 80.0%+11.3pp |
| Annual return | 25.96% | 74.19%-48.2pp | 61.39%-35.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,673 | $5,180+48.1% | $4,559+68.3% | $6,407+19.8% |
| Admin fee / account holder | $1,199 | $9,725-87.7% | $8,342-85.6% | $12,270-90.2% |