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 | $63,565 | $89,355-28.9% | $141,162-55.0% | $72,985-12.9% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 24.81% | 111.85%-87.0pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,425 | $5,418+55.5% | $6,709+25.6% | $3,607+133.5% |
| Admin fee / account holder | $6,198 | $5,958+4.0% | $10,261-39.6% | $5,124+21.0% |