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 | $14,305 | $81,248-82.4% | $155,509-90.8% | $80,856-82.3% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.5pp | 67.6%+28.1pp |
| Annual return | 72.97% | 33.31%+39.7pp | 64.67%+8.3pp | 35.59%+37.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,914 | $3,452+129.3% | $5,626+40.7% | $4,296+84.2% |
| Admin fee / account holder | $1,523 | $7,997-81.0% | $15,912-90.4% | $6,918-78.0% |