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 | $22,623 | $78,520-71.2% | $96,576-76.6% | $82,448-72.6% |
| Participation rate | 88.7% | 77.7%+11.0pp | 81.4%+7.3pp | 68.1%+20.6pp |
| Annual return | 124.22% | 41.30%+82.9pp | 38.47%+85.7pp | 41.64%+82.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,564 | $6,754+71.2% | $7,956+45.3% | $4,139+179.4% |
| Admin fee / account holder | $332 | $13,455-97.5% | $11,381-97.1% | $7,234-95.4% |