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 | $27,596 | $98,750-72.1% | $149,696-81.6% | $79,858-65.4% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.3pp |
| Annual return | 17.91% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2 | $3,216-99.9% | $4,644-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $4,308 | $5,680-24.2% | $6,842-37.0% | $3,740+15.2% |
| Admin fee / account holder | $1,701 | $6,053-71.9% | $9,309-81.7% | $5,306-68.0% |