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 7-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 | $18,080 | $76,407-76.3% | $150,298-88.0% | $82,448-78.1% |
| Participation rate | 80.6% | 66.4%+14.2pp | 77.8%+2.8pp | 68.1%+12.5pp |
| Annual return | 18.31% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,995 | $3,214-6.8% | $5,453-45.1% | $4,139-27.6% |
| Admin fee / account holder | $716 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |