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 | $42,523 | $108,919-61.0% | $100,391-57.6% | $145,922-70.9% |
| Participation rate | 78.9% | 82.9%-4.0pp | 81.5%-2.5pp | 80.3%-1.3pp |
| Annual return | 28.52% | 57.88%-29.4pp | 49.20%-20.7pp | 561.29%-532.8pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $15,935 | $8,445+88.7% | $8,082+97.2% | $6,688+138.3% |
| Admin fee / account holder | $17,651 | $9,689+82.2% | $7,899+123.5% | $13,397+31.8% |