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 | $29,646 | $102,317-71.0% | $146,958-79.8% | $80,856-63.3% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 25.88% | 134.76%-108.9pp | 418.34%-392.5pp | 35.59%-9.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,747 | $6,644+122.0% | $8,070+82.7% | $4,296+243.3% |
| Admin fee / account holder | $1,845 | $7,941-76.8% | $12,998-85.8% | $6,918-73.3% |