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 | $24,907 | $89,355-72.1% | $141,162-82.4% | $72,985-65.9% |
| Participation rate | 87.8% | 75.1%+12.7pp | 82.5%+5.3pp | 69.5%+18.3pp |
| Annual return | 29.50% | 111.85%-82.3pp | 71.39%-41.9pp | 81.00%-51.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,428 | $5,418+129.4% | $6,709+85.2% | $3,607+244.5% |
| Admin fee / account holder | $2,942 | $5,958-50.6% | $10,261-71.3% | $5,124-42.6% |