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 3-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 | $25,185 | $108,912-76.9% | $100,383-74.9% | $145,959-82.7% |
| Participation rate | 90.9% | 83.0%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 18.07% | 57.96%-39.9pp | 49.26%-31.2pp | 561.95%-543.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,588 | $8,451+72.6% | $8,086+80.4% | $6,689+118.1% |
| Admin fee / account holder | $5,240 | $9,690-45.9% | $7,900-33.7% | $13,398-60.9% |