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 3-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 | $33,596 | $80,673-58.4% | $101,326-66.8% | $84,808-60.4% |
| Participation rate | 86.7% | 77.8%+8.9pp | 81.5%+5.2pp | 68.3%+18.4pp |
| Annual return | 53.53% | 38.95%+14.6pp | 36.82%+16.7pp | 40.90%+12.6pp |
| Employer contribution / active EE | $31 | $2,698-98.8% | $3,665-99.1% | $2,631-98.8% |
| Participant deferral / active EE | $11,340 | $6,840+65.8% | $7,994+41.9% | $4,212+169.2% |
| Admin fee / account holder | $1,876 | $12,784-85.3% | $11,185-83.2% | $7,344-74.5% |