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 | $8,645 | $118,427-92.7% | $66,042-86.9% | $142,382-93.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 13.70% | 35.57%-21.9pp | 52.11%-38.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,826 | $4,311+81.5% | $2,835+176.0% | $6,507+20.3% |
| Admin fee / account holder | $1,888 | $9,593-80.3% | $5,747-67.1% | $12,624-85.0% |