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 4-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 | $43,820 | $153,772-71.5% | $133,980-67.3% | $273,961-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.90% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,100 | $6,029-81.8% | $5,211-78.9% | $4,869-77.4% |
| Participant deferral / active EE | $7,833 | $6,958+12.6% | $6,282+24.7% | $5,287+48.1% |
| Admin fee / account holder | $676 | $11,765-94.3% | $9,324-92.8% | $10,132-93.3% |