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 9-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 | $19,923 | $105,126-81.0% | $94,646-78.9% | $139,434-85.7% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 80.3%+14.7pp |
| Annual return | 17.13% | 38.03%-20.9pp | 156.71%-139.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,765 | $7,599+15.3% | $7,418+18.2% | $6,710+30.6% |
| Admin fee / account holder | $9,158 | $8,984+1.9% | $7,231+26.7% | $11,403-19.7% |