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 | $19,382 | $159,901-87.9% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 65.79% | 98.13%-32.3pp | 418.34%-352.5pp | 561.29%-495.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,966 | $8,428-5.5% | $8,070-1.3% | $6,688+19.1% |
| Admin fee / account holder | $3,323 | $15,044-77.9% | $12,998-74.4% | $13,397-75.2% |