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 6-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 | $28,991 | $108,919-73.4% | $100,391-71.1% | $145,922-80.1% |
| Participation rate | 82.4% | 82.9%-0.6pp | 81.5%+0.9pp | 80.3%+2.1pp |
| Annual return | 14.19% | 57.88%-43.7pp | 49.20%-35.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,035 | $8,445-4.9% | $8,082-0.6% | $6,688+20.1% |
| Admin fee / account holder | $3,433 | $9,689-64.6% | $7,899-56.5% | $13,397-74.4% |