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 | $52,353-60.0% | $120,225-82.6% | $82,448-74.6% |
| Participation rate | 93.8% | 58.3%+35.4pp | 69.6%+24.2pp | 68.1%+25.7pp |
| Annual return | 22.44% | 61.85%-39.4pp | 439.23%-416.8pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,545 | $2,627+187.3% | $3,999+88.7% | $4,139+82.3% |
| Admin fee / account holder | $668 | $4,363-84.7% | $5,696-88.3% | $7,234-90.8% |