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 | $37,422 | $96,635-61.3% | $86,612-56.8% | $139,434-73.2% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 14.21% | 106.41%-92.2pp | 591.07%-576.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,273 | $4,836-11.6% | $4,438-3.7% | $6,710-36.3% |
| Admin fee / account holder | $9,545 | $6,408+49.0% | $5,614+70.0% | $11,403-16.3% |