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 3-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 | $34,362 | $94,031-63.5% | $115,768-70.3% | $82,448-58.3% |
| Participation rate | 79.2% | 70.4%+8.8pp | 74.4%+4.9pp | 68.1%+11.2pp |
| Annual return | 16.30% | 20.61%-4.3pp | 100.46%-84.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,522 | $3,972-36.5% | $4,917-48.7% | $4,139-39.1% |
| Admin fee / account holder | $1,590 | $10,249-84.5% | $12,439-87.2% | $7,234-78.0% |