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 | $20,379 | $159,602-87.2% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 25.54% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,044 | $8,310+81.0% | $7,997+88.1% | $6,507+131.2% |
| Admin fee / account holder | $975 | $14,846-93.4% | $13,435-92.7% | $12,624-92.3% |