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 | $26,967 | $68,346-60.5% | $94,646-71.5% | $75,163-64.1% |
| Participation rate | 87.8% | 76.1%+11.7pp | 80.8%+6.9pp | 67.2%+20.6pp |
| Annual return | 49.20% | 616.93%-567.7pp | 156.71%-107.5pp | 160.62%-111.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,797 | $6,537+126.3% | $7,418+99.5% | $4,125+258.7% |
| Admin fee / account holder | $1,593 | $5,326-70.1% | $7,231-78.0% | $5,651-71.8% |