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 | $20,920 | $53,516-60.9% | $126,539-83.5% | $84,808-75.3% |
| Participation rate | 93.8% | 58.2%+35.5pp | 69.8%+23.9pp | 68.3%+25.4pp |
| Annual return | 22.44% | 58.34%-35.9pp | 425.95%-403.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,545 | $2,671+182.5% | $4,083+84.8% | $4,212+79.2% |
| Admin fee / account holder | $668 | $4,497-85.1% | $6,065-89.0% | $7,344-90.9% |