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 | $25,300 | $115,770-78.1% | $101,248-75.0% | $158,922-84.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 15.11% | 56.14%-41.0pp | 46.47%-31.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,228 | $4,957-34.9% | $4,370-26.1% | $5,982-46.0% |
| Admin fee / account holder | $5,379 | $7,245-25.8% | $5,945-9.5% | $11,246-52.2% |