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 | $33,946 | $81,248-58.2% | $155,509-78.2% | $80,856-58.0% |
| Participation rate | 87.9% | 66.2%+21.6pp | 78.2%+9.7pp | 67.6%+20.2pp |
| Annual return | 19.65% | 33.31%-13.7pp | 64.67%-45.0pp | 35.59%-15.9pp |
| Employer contribution / active EE | $10 | $3,100-99.7% | $4,672-99.8% | $2,755-99.7% |
| Participant deferral / active EE | $15,008 | $3,452+334.8% | $5,626+166.7% | $4,296+249.4% |
| Admin fee / account holder | $12,787 | $7,997+59.9% | $15,912-19.6% | $6,918+84.8% |