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 | $80,673-72.0% | $101,326-77.7% | $84,808-73.3% |
| Participation rate | 88.7% | 77.8%+10.9pp | 81.5%+7.2pp | 68.3%+20.4pp |
| Annual return | 124.22% | 38.95%+85.3pp | 36.82%+87.4pp | 40.90%+83.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,564 | $6,840+69.1% | $7,994+44.7% | $4,212+174.6% |
| Admin fee / account holder | $332 | $12,784-97.4% | $11,185-97.0% | $7,344-95.5% |