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 | $21,877 | $100,773-78.3% | $88,946-75.4% | $142,382-84.6% |
| Participation rate | 78.3% | 74.3%+4.0pp | 68.8%+9.4pp | 80.1%-1.9pp |
| Annual return | 45.06% | 70.18%-25.1pp | 57.82%-12.8pp | 217.08%-172.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,103 | $5,230-2.4% | $4,581+11.4% | $6,507-21.6% |
| Admin fee / account holder | $5,816 | $9,693-40.0% | $8,261-29.6% | $12,624-53.9% |