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 | $93,170-44.6% | $100,534-48.7% | $84,808-39.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 80.6%+6.9pp | 68.3%+19.2pp |
| Annual return | 25.44% | 47.13%-21.7pp | 32.66%-7.2pp | 40.90%-15.5pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,807 | $5,699+124.7% | $6,144+108.5% | $4,212+204.1% |
| Admin fee / account holder | $8,942 | $7,382+21.1% | $7,654+16.8% | $7,344+21.8% |