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 5-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 | $23,383 | $74,888-68.8% | $71,209-67.2% | $142,382-83.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 19.23% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,974 | $4,454-10.8% | $4,175-4.8% | $6,507-38.9% |
| Admin fee / account holder | $339 | $5,568-93.9% | $5,349-93.7% | $12,624-97.3% |