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 | $36,469 | $94,625-61.5% | $116,228-68.6% | $84,808-57.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.6%+17.8pp | 68.3%+24.0pp |
| Annual return | 31.40% | 20.40%+11.0pp | 90.06%-58.7pp | 40.90%-9.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,339 | $3,972+210.6% | $4,953+149.1% | $4,212+193.0% |
| Admin fee / account holder | $1,812 | $10,091-82.0% | $11,989-84.9% | $7,344-75.3% |