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 | $21,026 | $70,475-70.2% | $100,516-79.1% | $79,858-73.7% |
| Participation rate | 91.0% | 73.7%+17.4pp | 79.4%+11.6pp | 69.6%+21.4pp |
| Annual return | 84.53% | 21.90%+62.6pp | 30.89%+53.6pp | 31.71%+52.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,538 | $5,181+64.8% | $6,270+36.2% | $3,740+128.3% |
| Admin fee / account holder | $716 | $4,478-84.0% | $8,081-91.1% | $5,306-86.5% |