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 4-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 | $21,079 | $68,346-69.2% | $94,646-77.7% | $75,163-72.0% |
| Participation rate | 97.1% | 76.1%+21.0pp | 80.8%+16.2pp | 67.2%+29.9pp |
| Annual return | 27.60% | 616.93%-589.3pp | 156.71%-129.1pp | 160.62%-133.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,374 | $6,537-2.5% | $7,418-14.1% | $4,125+54.5% |
| Admin fee / account holder | $884 | $5,326-83.4% | $7,231-87.8% | $5,651-84.4% |