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 | $43,088 | $109,881-60.8% | $150,045-71.3% | $84,808-49.2% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.1pp | 68.3%+20.1pp |
| Annual return | 47.04% | 28.25%+18.8pp | 62.55%-15.5pp | 40.90%+6.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,684 | $6,636+106.2% | $7,997+71.1% | $4,212+224.9% |
| Admin fee / account holder | $4,394 | $8,568-48.7% | $13,435-67.3% | $7,344-40.2% |