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 | $30,474 | $85,766-64.5% | $136,294-77.6% | $70,131-56.5% |
| Participation rate | 91.3% | 74.2%+17.1pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 16.65% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,942 | $5,051-41.8% | $6,247-52.9% | $3,332-11.7% |
| Admin fee / account holder | $327 | $5,420-94.0% | $9,243-96.5% | $4,645-93.0% |