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 | $48,321 | $94,625-48.9% | $116,228-58.4% | $84,808-43.0% |
| Participation rate | 97.4% | 70.4%+26.9pp | 74.6%+22.8pp | 68.3%+29.1pp |
| Annual return | 22.81% | 20.40%+2.4pp | 90.06%-67.2pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,954 | $3,972+175.8% | $4,953+121.2% | $4,212+160.1% |
| Admin fee / account holder | $3,583 | $10,091-64.5% | $11,989-70.1% | $7,344-51.2% |