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 | $31,353 | $124,185-74.8% | $108,410-71.1% | $167,490-81.3% |
| Participation rate | 72.2% | 82.3%-10.1pp | 80.1%-7.9pp | 82.1%-9.9pp |
| Annual return | 14.39% | 1379.64%-1365.2pp | 905.27%-890.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,448 | $6,908+65.7% | $6,563+74.4% | $6,341+80.5% |
| Admin fee / account holder | $2,097 | $9,455-77.8% | $7,295-71.3% | $12,309-83.0% |