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 | $14,087 | $54,517-74.2% | $75,972-81.5% | $74,495-81.1% |
| Participation rate | 85.3% | 60.3%+25.0pp | 69.1%+16.2pp | 67.2%+18.1pp |
| Annual return | 35.01% | 31.82%+3.2pp | 359.55%-324.5pp | 1364.94%-1329.9pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,520 | $3,066+47.4% | $4,255+6.2% | $4,346+4.0% |
| Admin fee / account holder | $451 | $2,229-79.8% | $6,467-93.0% | $1,942-76.8% |