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 | $55,780 | $68,346-18.4% | $94,646-41.1% | $75,163-25.8% |
| Participation rate | 87.5% | 76.1%+11.4pp | 80.8%+6.7pp | 67.2%+20.3pp |
| Annual return | 19.37% | 616.93%-597.6pp | 156.71%-137.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,013 | $6,537+114.4% | $7,418+88.9% | $4,125+239.7% |
| Admin fee / account holder | $5,276 | $5,326-0.9% | $7,231-27.0% | $5,651-6.6% |