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 | $23,090 | $105,126-78.0% | $94,646-75.6% | $139,434-83.4% |
| Participation rate | 87.0% | 82.4%+4.6pp | 80.8%+6.1pp | 80.3%+6.6pp |
| Annual return | 17.49% | 38.03%-20.5pp | 156.71%-139.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,544 | $7,599+12.4% | $7,418+15.2% | $6,710+27.3% |
| Admin fee / account holder | $4,705 | $8,984-47.6% | $7,231-34.9% | $11,403-58.7% |