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 | $44,065 | $48,795-9.7% | $65,493-32.7% | $84,808-48.0% |
| Participation rate | 97.6% | 67.0%+30.6pp | 73.1%+24.5pp | 68.3%+29.3pp |
| Annual return | 27.71% | 20.20%+7.5pp | 982.45%-954.7pp | 40.90%-13.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,937 | $2,928+410.1% | $3,961+277.1% | $4,212+254.7% |
| Admin fee / account holder | $8,683 | $3,877+124.0% | $5,028+72.7% | $7,344+18.2% |