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 8-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 | $37,749 | $94,625-60.1% | $116,228-67.5% | $84,808-55.5% |
| Participation rate | 90.7% | 70.4%+20.3pp | 74.6%+16.2pp | 68.3%+22.4pp |
| Annual return | 12.21% | 20.40%-8.2pp | 90.06%-77.8pp | 40.90%-28.7pp |
| Employer contribution / active EE | $475 | $2,347-79.8% | $2,994-84.2% | $2,631-82.0% |
| Participant deferral / active EE | $2,958 | $3,972-25.5% | $4,953-40.3% | $4,212-29.8% |
| Admin fee / account holder | $23,376 | $10,091+131.6% | $11,989+95.0% | $7,344+218.3% |