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 5-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 | $32,976 | $93,571-64.8% | $135,903-75.7% | $75,163-56.1% |
| Participation rate | 87.2% | 75.2%+12.1pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 29.15% | 30.90%-1.8pp | 68.23%-39.1pp | 160.62%-131.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,141 | $6,404+11.5% | $7,758-8.0% | $4,125+73.1% |
| Admin fee / account holder | $1,977 | $6,975-71.7% | $10,762-81.6% | $5,651-65.0% |