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 | $80,017 | $68,346+17.1% | $94,646-15.5% | $75,163+6.5% |
| Participation rate | 90.5% | 76.1%+14.4pp | 80.8%+9.6pp | 67.2%+23.3pp |
| Annual return | 18.84% | 616.93%-598.1pp | 156.71%-137.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,727 | $6,537+2.9% | $7,418-9.3% | $4,125+63.1% |
| Admin fee / account holder | $8,441 | $5,326+58.5% | $7,231+16.7% | $5,651+49.4% |