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 | $50,892 | $68,346-25.5% | $94,646-46.2% | $75,163-32.3% |
| Participation rate | 90.9% | 76.1%+14.8pp | 80.8%+10.1pp | 67.2%+23.7pp |
| Annual return | 21.58% | 616.93%-595.4pp | 156.71%-135.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $20,862 | $6,537+219.1% | $7,418+181.2% | $4,125+405.7% |
| Admin fee / account holder | $8,601 | $5,326+61.5% | $7,231+19.0% | $5,651+52.2% |