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 7-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 | $40,840 | $91,407-55.3% | $135,903-69.9% | $71,457-42.8% |
| Participation rate | 91.5% | 75.7%+15.9pp | 81.9%+9.6pp | 67.9%+23.6pp |
| Annual return | 67.34% | 29.90%+37.4pp | 68.23%-0.9pp | 28.85%+38.5pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,916 | $7,092+68.0% | $7,758+53.6% | $4,289+177.9% |
| Admin fee / account holder | $6,413 | $1,266+406.7% | $10,762-40.4% | $1,587+304.0% |