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 | $32,364 | $85,766-62.3% | $136,294-76.3% | $70,131-53.9% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 103.25% | 31.45%+71.8pp | 5155.94%-5052.7pp | 73.14%+30.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,733 | $5,051+53.1% | $6,247+23.8% | $3,332+132.1% |
| Admin fee / account holder | $2,900 | $5,420-46.5% | $9,243-68.6% | $4,645-37.6% |