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 6-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 | $21,245 | $100,773-78.9% | $88,946-76.1% | $142,382-85.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 17.04% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,380 | $5,230-54.5% | $4,581-48.0% | $6,507-63.4% |
| Admin fee / account holder | $9,189 | $9,693-5.2% | $8,261+11.2% | $12,624-27.2% |