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 | $14,173 | $58,208-75.7% | $81,812-82.7% | $80,856-82.5% |
| Participation rate | 82.7% | 63.4%+19.3pp | 72.3%+10.3pp | 67.6%+15.1pp |
| Annual return | 18.11% | 41.66%-23.6pp | 773.79%-755.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,415 | $3,281+34.6% | $4,319+2.2% | $4,296+2.8% |
| Admin fee / account holder | $2,003 | $4,981-59.8% | $7,386-72.9% | $6,918-71.0% |