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 | $20,624 | $117,983-82.5% | $101,794-79.7% | $142,382-85.5% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 16.48% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,006 | $4,714-36.2% | $4,084-26.4% | $6,507-53.8% |
| Admin fee / account holder | $813 | $10,433-92.2% | $8,777-90.7% | $12,624-93.6% |