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 6-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 | $50,547 | $84,696-40.3% | $75,696-33.2% | $167,490-69.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 31.73% | 199.36%-167.6pp | 104.53%-72.8pp | 478.56%-446.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,788 | $4,580+26.4% | $3,821+51.5% | $6,341-8.7% |
| Admin fee / account holder | $729 | $5,355-86.4% | $3,619-79.9% | $12,309-94.1% |