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 | $19,701 | $82,664-76.2% | $125,339-84.3% | $68,494-71.2% |
| Participation rate | 92.4% | 75.0%+17.4pp | 82.4%+10.1pp | 67.9%+24.5pp |
| Annual return | 23.95% | -5.97%+29.9pp | 572.05%-548.1pp | -7.84%+31.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,073 | $6,110+48.5% | $7,446+21.8% | $4,027+125.3% |
| Admin fee / account holder | $803 | $6,275-87.2% | $10,010-92.0% | $5,403-85.1% |