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 4-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 | $13,789 | $51,175-73.1% | $70,515-80.4% | $75,163-81.7% |
| Participation rate | 93.0% | 60.9%+32.0pp | 68.3%+24.6pp | 67.2%+25.8pp |
| Annual return | 57.05% | 30.02%+27.0pp | 32.77%+24.3pp | 160.62%-103.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,556 | $2,849+165.2% | $4,567+65.5% | $4,125+83.2% |
| Admin fee / account holder | $1,304 | $4,091-68.1% | $6,412-79.7% | $5,651-76.9% |