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 5-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 | $51,621 | $90,674-43.1% | $96,707-46.6% | $82,448-37.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 80.4%+7.1pp | 68.1%+19.4pp |
| Annual return | 25.44% | 49.05%-23.6pp | 34.78%-9.3pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,807 | $5,696+124.8% | $5,997+113.6% | $4,139+209.4% |
| Admin fee / account holder | $8,942 | $7,568+18.1% | $7,503+19.2% | $7,234+23.6% |