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 | $20,880 | $68,346-69.4% | $94,646-77.9% | $75,163-72.2% |
| Participation rate | 74.3% | 76.1%-1.8pp | 80.8%-6.5pp | 67.2%+7.1pp |
| Annual return | 44.58% | 616.93%-572.4pp | 156.71%-112.1pp | 160.62%-116.0pp |
| Employer contribution / active EE | $53 | $2,701-98.0% | $3,672-98.6% | $2,670-98.0% |
| Participant deferral / active EE | $9,346 | $6,537+43.0% | $7,418+26.0% | $4,125+126.6% |
| Admin fee / account holder | $2,799 | $5,326-47.5% | $7,231-61.3% | $5,651-50.5% |