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 9-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 | $24,037 | $107,934-77.7% | $91,989-73.9% | $152,861-84.3% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 27.01% | 89.24%-62.2pp | 69.02%-42.0pp | 345.32%-318.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,650 | $6,364+20.2% | $5,923+29.2% | $5,850+30.8% |
| Admin fee / account holder | $1,029 | $10,520-90.2% | $7,743-86.7% | $11,596-91.1% |