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 | $106,749-59.6% | $145,433-70.4% | $82,448-47.7% |
| Participation rate | 88.4% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 47.04% | 27.59%+19.5pp | 66.58%-19.5pp | 41.64%+5.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,684 | $6,519+109.9% | $7,897+73.3% | $4,139+230.6% |
| Admin fee / account holder | $4,394 | $8,390-47.6% | $13,129-66.5% | $7,234-39.3% |