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 | $21,919 | $77,314-71.6% | $177,989-87.7% | $80,856-72.9% |
| Participation rate | 93.3% | 65.7%+27.6pp | 77.1%+16.2pp | 67.6%+25.7pp |
| Annual return | 14.14% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,034 | $4,411-8.5% | $6,276-35.7% | $4,296-6.1% |
| Admin fee / account holder | $1,435 | $7,191-80.0% | $10,363-86.2% | $6,918-79.3% |