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 | $38,912 | $98,750-60.6% | $149,696-74.0% | $79,858-51.3% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 215.74% | 27.43%+188.3pp | 276.60%-60.9pp | 31.71%+184.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,677 | $5,680+123.2% | $6,842+85.3% | $3,740+239.0% |
| Admin fee / account holder | $1,945 | $6,053-67.9% | $9,309-79.1% | $5,306-63.4% |