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 | $19,110 | $100,970-81.1% | $96,576-80.2% | $137,256-86.1% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 138.83% | 38.16%+100.7pp | 38.47%+100.4pp | 220.34%-81.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,987 | $8,286-15.7% | $7,956-12.2% | $6,407+9.1% |
| Admin fee / account holder | $1,845 | $11,312-83.7% | $11,381-83.8% | $12,270-85.0% |