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 | $27,283 | $83,902-67.5% | $167,512-83.7% | $84,808-67.8% |
| Participation rate | 93.2% | 66.5%+26.8pp | 77.1%+16.2pp | 68.3%+24.9pp |
| Annual return | 19.31% | 91.55%-72.2pp | 1615.79%-1596.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,151 | $4,442-6.6% | $6,405-35.2% | $4,212-1.4% |
| Admin fee / account holder | $2,076 | $7,915-73.8% | $9,769-78.7% | $7,344-71.7% |