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 10-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 | $46,451 | $85,766-45.8% | $136,294-65.9% | $70,131-33.8% |
| Participation rate | 91.4% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 38.34% | 31.45%+6.9pp | 5155.94%-5117.6pp | 73.14%-34.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,214 | $5,051+82.4% | $6,247+47.5% | $3,332+176.6% |
| Admin fee / account holder | $531 | $5,420-90.2% | $9,243-94.3% | $4,645-88.6% |