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 | $16,149 | $52,279-69.1% | $89,391-81.9% | $79,858-79.8% |
| Participation rate | 70.6% | 57.5%+13.1pp | 68.0%+2.6pp | 69.6%+1.0pp |
| Annual return | 23.18% | 22.16%+1.0pp | 245.62%-222.4pp | 31.71%-8.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,285 | $2,740+129.3% | $3,890+61.6% | $3,740+68.0% |
| Admin fee / account holder | $1,198 | $3,356-64.3% | $4,881-75.5% | $5,306-77.4% |