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 | $54,237 | $106,749-49.2% | $145,433-62.7% | $82,448-34.2% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.1%+3.9pp | 68.1%+17.9pp |
| Annual return | 14.80% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,591 | $6,519+62.5% | $7,897+34.1% | $4,139+155.9% |
| Admin fee / account holder | $10,586 | $8,390+26.2% | $13,129-19.4% | $7,234+46.3% |