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 6-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 | $38,224 | $99,877-61.7% | $84,966-55.0% | $145,922-73.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.61% | 83.76%-68.2pp | 66.38%-50.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,178 | $5,291+54.6% | $4,519+81.0% | $6,688+22.3% |
| Admin fee / account holder | $3,603 | $7,248-50.3% | $6,149-41.4% | $13,397-73.1% |