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 | $40,885 | $87,013-53.0% | $106,213-61.5% | $80,856-49.4% |
| Participation rate | 88.4% | 70.4%+18.0pp | 75.3%+13.1pp | 67.6%+20.8pp |
| Annual return | 57.40% | 17.05%+40.4pp | 116.14%-58.7pp | 35.59%+21.8pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,447 | $3,986+212.3% | $5,016+148.2% | $4,296+189.8% |
| Admin fee / account holder | $1,641 | $8,431-80.5% | $11,033-85.1% | $6,918-76.3% |