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 | $17,315 | $52,279-66.9% | $89,391-80.6% | $79,858-78.3% |
| Participation rate | 77.4% | 57.5%+19.9pp | 68.0%+9.4pp | 69.6%+7.8pp |
| Annual return | 61.57% | 22.16%+39.4pp | 245.62%-184.0pp | 31.71%+29.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,504 | $2,740+137.4% | $3,890+67.2% | $3,740+73.9% |
| Admin fee / account holder | $2,253 | $3,356-32.9% | $4,881-53.8% | $5,306-57.5% |