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 | $34,461 | $201,272-82.9% | $184,203-81.3% | $145,922-76.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 20.37% | 29.00%-8.6pp | 28.81%-8.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,260 | $7,022-82.1% | $6,427-80.4% | $4,660-73.0% |
| Participant deferral / active EE | $4,286 | $9,806-56.3% | $9,131-53.1% | $6,688-35.9% |
| Admin fee / account holder | $1,955 | $16,364-88.1% | $13,901-85.9% | $13,397-85.4% |