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 7-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 | $40,258 | $77,503-48.1% | $100,391-59.9% | $80,856-50.2% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.6%+10.1pp |
| Annual return | 16.25% | 37.20%-20.9pp | 49.20%-32.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,241 | $6,820+64.8% | $8,082+39.1% | $4,296+161.7% |
| Admin fee / account holder | $506 | $5,897-91.4% | $7,899-93.6% | $6,918-92.7% |