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 | $37,570 | $68,346-45.0% | $94,646-60.3% | $75,163-50.0% |
| Participation rate | 72.0% | 76.1%-4.1pp | 80.8%-8.8pp | 67.2%+4.8pp |
| Annual return | 21.12% | 616.93%-595.8pp | 156.71%-135.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,365 | $6,537+58.6% | $7,418+39.7% | $4,125+151.3% |
| Admin fee / account holder | $3,363 | $5,326-36.9% | $7,231-53.5% | $5,651-40.5% |