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 7-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 | $66,463 | $89,355-25.6% | $141,162-52.9% | $72,985-8.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 24.80% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,955 | $5,418+102.2% | $6,709+63.3% | $3,607+203.7% |
| Admin fee / account holder | $1,939 | $5,958-67.5% | $10,261-81.1% | $5,124-62.2% |