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 | $54,646 | $67,823-19.4% | $52,425+4.2% | $137,256-60.2% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 15.46% | 219.11%-203.6pp | 302.12%-286.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,516 | $2,288+403.3% | $1,790+543.2% | $6,407+79.7% |
| Admin fee / account holder | $13,715 | $2,844+382.2% | $2,495+449.7% | $12,270+11.8% |