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 | $23,620 | $68,346-65.4% | $94,646-75.0% | $75,163-68.6% |
| Participation rate | 89.3% | 76.1%+13.2pp | 80.8%+8.5pp | 67.2%+22.1pp |
| Annual return | 88.27% | 616.93%-528.7pp | 156.71%-68.4pp | 160.62%-72.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,686 | $6,537+109.3% | $7,418+84.5% | $4,125+231.8% |
| Admin fee / account holder | $2,170 | $5,326-59.3% | $7,231-70.0% | $5,651-61.6% |