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 7-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 | $22,648 | $107,934-79.0% | $91,989-75.4% | $152,861-85.2% |
| Participation rate | 91.3% | 81.2%+10.1pp | 78.6%+12.7pp | 82.4%+8.9pp |
| Annual return | 23.19% | 89.24%-66.1pp | 69.02%-45.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,312 | $6,364-0.8% | $5,923+6.6% | $5,850+7.9% |
| Admin fee / account holder | $1,963 | $10,520-81.3% | $7,743-74.6% | $11,596-83.1% |