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 9-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 | $52,796 | $94,625-44.2% | $116,228-54.6% | $84,808-37.7% |
| Participation rate | 95.7% | 70.4%+25.2pp | 74.6%+21.1pp | 68.3%+27.3pp |
| Annual return | 37.38% | 20.40%+17.0pp | 90.06%-52.7pp | 40.90%-3.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,167 | $3,972+231.5% | $4,953+165.8% | $4,212+212.6% |
| Admin fee / account holder | $2,284 | $10,091-77.4% | $11,989-80.9% | $7,344-68.9% |