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 5-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 | $13,107 | $57,016-77.0% | $84,966-84.6% | $80,856-83.8% |
| Participation rate | 84.1% | 56.3%+27.7pp | 67.5%+16.6pp | 67.6%+16.5pp |
| Annual return | 15.16% | 21.66%-6.5pp | 66.38%-51.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,421 | $3,110+138.6% | $4,519+64.2% | $4,296+72.7% |
| Admin fee / account holder | $1,769 | $4,980-64.5% | $6,149-71.2% | $6,918-74.4% |