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 | $29,383 | $70,475-58.3% | $100,516-70.8% | $79,858-63.2% |
| Participation rate | 76.5% | 73.7%+2.8pp | 79.4%-2.9pp | 69.6%+6.8pp |
| Annual return | 39.28% | 21.90%+17.4pp | 30.89%+8.4pp | 31.71%+7.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,152 | $5,181+18.7% | $6,270-1.9% | $3,740+64.5% |
| Admin fee / account holder | $5,047 | $4,478+12.7% | $8,081-37.5% | $5,306-4.9% |