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 | $24,375 | $105,931-77.0% | $81,930-70.2% | $158,922-84.7% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.0%+16.9pp | 82.0%+6.9pp |
| Annual return | 41.58% | 38.17%+3.4pp | 29.49%+12.1pp | 302.83%-261.2pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,539 | $13,003-42.0% | $7,107+6.1% | $5,982+26.0% |
| Admin fee / account holder | $2,113 | $8,489-75.1% | $5,158-59.0% | $11,246-81.2% |