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 8-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 | $39,550 | $108,919-63.7% | $100,391-60.6% | $145,922-72.9% |
| Participation rate | 90.0% | 82.9%+7.1pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 13.39% | 57.88%-44.5pp | 49.20%-35.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,526 | $8,445-34.6% | $8,082-31.6% | $6,688-17.4% |
| Admin fee / account holder | $3,158 | $9,689-67.4% | $7,899-60.0% | $13,397-76.4% |