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 | $31,617 | $68,346-53.7% | $94,646-66.6% | $75,163-57.9% |
| Participation rate | 98.2% | 76.1%+22.1pp | 80.8%+17.4pp | 67.2%+31.0pp |
| Annual return | 25.30% | 616.93%-591.6pp | 156.71%-131.4pp | 160.62%-135.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $16,071 | $6,537+145.8% | $7,418+116.6% | $4,125+289.6% |
| Admin fee / account holder | $14,208 | $5,326+166.8% | $7,231+96.5% | $5,651+151.4% |