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 | $50,356 | $102,317-50.8% | $146,958-65.7% | $80,856-37.7% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.8pp | 67.6%+27.3pp |
| Annual return | 20.87% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $17,744 | $6,644+167.1% | $8,070+119.9% | $4,296+313.1% |
| Admin fee / account holder | $3,091 | $7,941-61.1% | $12,998-76.2% | $6,918-55.3% |