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 | $40,580 | $68,346-40.6% | $94,646-57.1% | $75,163-46.0% |
| Participation rate | 97.3% | 76.1%+21.2pp | 80.8%+16.5pp | 67.2%+30.1pp |
| Annual return | 29.35% | 616.93%-587.6pp | 156.71%-127.4pp | 160.62%-131.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $18,378 | $6,537+181.1% | $7,418+147.7% | $4,125+345.5% |
| Admin fee / account holder | $13,083 | $5,326+145.6% | $7,231+80.9% | $5,651+131.5% |