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 | $108,986 | $93,571+16.5% | $135,903-19.8% | $75,163+45.0% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 35.25% | 30.90%+4.4pp | 68.23%-33.0pp | 160.62%-125.4pp |
| Employer contribution / active EE | $88 | $3,537-97.5% | $4,856-98.2% | $2,670-96.7% |
| Participant deferral / active EE | $12,380 | $6,404+93.3% | $7,758+59.6% | $4,125+200.1% |
| Admin fee / account holder | $20,243 | $6,975+190.2% | $10,762+88.1% | $5,651+258.2% |