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 | $35,844 | $53,516-33.0% | $126,539-71.7% | $84,808-57.7% |
| Participation rate | 96.3% | 58.2%+38.0pp | 69.8%+26.5pp | 68.3%+28.0pp |
| Annual return | 22.76% | 58.34%-35.6pp | 425.95%-403.2pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,079 | $2,671+352.3% | $4,083+195.9% | $4,212+186.8% |
| Admin fee / account holder | $545 | $4,497-87.9% | $6,065-91.0% | $7,344-92.6% |