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 6-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 | $34,004 | $60,022-43.3% | $88,946-61.8% | $84,808-59.9% |
| Participation rate | 96.6% | 57.8%+38.7pp | 68.8%+27.7pp | 68.3%+28.2pp |
| Annual return | 22.25% | 22.43%-0.2pp | 57.82%-35.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,963 | $3,114+316.3% | $4,581+183.0% | $4,212+207.8% |
| Admin fee / account holder | $1,695 | $4,811-64.8% | $8,261-79.5% | $7,344-76.9% |