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 | $109,881-50.6% | $150,045-63.9% | $84,808-36.0% |
| Participation rate | 86.0% | 76.1%+9.9pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 14.80% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,591 | $6,636+59.6% | $7,997+32.4% | $4,212+151.5% |
| Admin fee / account holder | $10,586 | $8,568+23.6% | $13,435-21.2% | $7,344+44.1% |