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 | $49,732 | $148,978-66.6% | $200,582-75.2% | $84,808-41.4% |
| Participation rate | 89.5% | 84.2%+5.2pp | 86.9%+2.6pp | 68.3%+21.2pp |
| Annual return | 36.41% | 28.16%+8.2pp | 42.33%-5.9pp | 40.90%-4.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $17,028 | $7,142+138.4% | $9,331+82.5% | $4,212+304.3% |
| Admin fee / account holder | $15,027 | $13,977+7.5% | $16,305-7.8% | $7,344+104.6% |