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 | $36,060 | $108,919-66.9% | $100,391-64.1% | $145,922-75.3% |
| Participation rate | 76.9% | 82.9%-6.0pp | 81.5%-4.6pp | 80.3%-3.4pp |
| Annual return | 23.44% | 57.88%-34.4pp | 49.20%-25.8pp | 561.29%-537.8pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,307 | $8,445+10.2% | $8,082+15.2% | $6,688+39.2% |
| Admin fee / account holder | $5,446 | $9,689-43.8% | $7,899-31.1% | $13,397-59.4% |