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 6-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 | $29,150 | $209,336-86.1% | $197,124-85.2% | $137,256-78.8% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.7%+9.1pp | 80.0%+15.9pp |
| Annual return | 88.62% | 48.09%+40.5pp | 44.34%+44.3pp | 220.34%-131.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,486 | $9,614-11.7% | $9,135-7.1% | $6,407+32.5% |
| Admin fee / account holder | $3,688 | $17,308-78.7% | $16,298-77.4% | $12,270-69.9% |