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 | $35,533 | $80,968-56.1% | $96,544-63.2% | $75,163-52.7% |
| Participation rate | 76.9% | 71.8%+5.2pp | 76.0%+1.0pp | 67.2%+9.7pp |
| Annual return | 15.37% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $335 | $2,282-85.3% | $2,965-88.7% | $2,670-87.4% |
| Participant deferral / active EE | $3,354 | $3,928-14.6% | $4,851-30.9% | $4,125-18.7% |
| Admin fee / account holder | $428 | $6,724-93.6% | $8,252-94.8% | $5,651-92.4% |