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 3-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 | $24,101 | $54,705-55.9% | $71,209-66.2% | $84,808-71.6% |
| Participation rate | 97.7% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.4pp |
| Annual return | 18.27% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,314 | $3,030+141.4% | $4,175+75.2% | $4,212+73.7% |
| Admin fee / account holder | $4,004 | $4,863-17.7% | $5,349-25.1% | $7,344-45.5% |