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 | $34,456 | $68,346-49.6% | $94,646-63.6% | $75,163-54.2% |
| Participation rate | 91.4% | 76.1%+15.3pp | 80.8%+10.6pp | 67.2%+24.2pp |
| Annual return | 27.44% | 616.93%-589.5pp | 156.71%-129.3pp | 160.62%-133.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,887 | $6,537+112.4% | $7,418+87.2% | $4,125+236.6% |
| Admin fee / account holder | $545 | $5,326-89.8% | $7,231-92.5% | $5,651-90.4% |