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 | $23,159 | $49,915-53.6% | $154,803-85.0% | $74,304-68.8% |
| Participation rate | 83.3% | 54.0%+29.4pp | 78.1%+5.3pp | 60.3%+23.0pp |
| Annual return | 19.16% | 34.06%-14.9pp | 58.88%-39.7pp | 29.43%-10.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,069 | $2,255+80.5% | $5,540-26.6% | $3,767+8.0% |
| Admin fee / account holder | $1,197 | $2,189-45.3% | $14,329-91.6% | $2,969-59.7% |