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 | $44,864 | $54,705-18.0% | $71,209-37.0% | $84,808-47.1% |
| Participation rate | 98.0% | 64.1%+33.9pp | 73.8%+24.2pp | 68.3%+29.7pp |
| Annual return | 15.58% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,710 | $3,030+88.4% | $4,175+36.8% | $4,212+35.6% |
| Admin fee / account holder | $824 | $4,863-83.1% | $5,349-84.6% | $7,344-88.8% |