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 | $58,807 | $108,919-46.0% | $100,391-41.4% | $145,922-59.7% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 17.04% | 57.88%-40.8pp | 49.20%-32.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $20,088 | $8,445+137.9% | $8,082+148.6% | $6,688+200.4% |
| Admin fee / account holder | $1,788 | $9,689-81.5% | $7,899-77.4% | $13,397-86.7% |