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 5-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 | $27,805 | $68,346-59.3% | $94,646-70.6% | $75,163-63.0% |
| Participation rate | 82.4% | 76.1%+6.3pp | 80.8%+1.5pp | 67.2%+15.2pp |
| Annual return | 58.16% | 616.93%-558.8pp | 156.71%-98.5pp | 160.62%-102.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,773 | $6,537+95.4% | $7,418+72.2% | $4,125+209.6% |
| Admin fee / account holder | $537 | $5,326-89.9% | $7,231-92.6% | $5,651-90.5% |