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 8-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 | $30,019 | $115,882-74.1% | $100,516-70.1% | $158,922-81.1% |
| Participation rate | 88.2% | 81.6%+6.7pp | 79.4%+8.8pp | 82.0%+6.3pp |
| Annual return | 176.90% | 34.79%+142.1pp | 30.89%+146.0pp | 302.83%-125.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,317 | $6,674-20.3% | $6,270-15.2% | $5,982-11.1% |
| Admin fee / account holder | $1,831 | $10,995-83.3% | $8,081-77.3% | $11,246-83.7% |