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 | $21,085 | $68,346-69.1% | $94,646-77.7% | $75,163-71.9% |
| Participation rate | 90.6% | 76.1%+14.5pp | 80.8%+9.8pp | 67.2%+23.4pp |
| Annual return | 24.29% | 616.93%-592.6pp | 156.71%-132.4pp | 160.62%-136.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,862 | $6,537+66.2% | $7,418+46.4% | $4,125+163.3% |
| Admin fee / account holder | $4,728 | $5,326-11.2% | $7,231-34.6% | $5,651-16.3% |