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 | $44,584 | $80,968-44.9% | $96,544-53.8% | $75,163-40.7% |
| Participation rate | 97.6% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.4pp |
| Annual return | 19.10% | 27.06%-8.0pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $472 | $2,282-79.3% | $2,965-84.1% | $2,670-82.3% |
| Participant deferral / active EE | $3,930 | $3,9280% | $4,851-19.0% | $4,125-4.7% |
| Admin fee / account holder | $508 | $6,724-92.4% | $8,252-93.8% | $5,651-91.0% |