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 3-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 | $38,931 | $100,970-61.4% | $96,576-59.7% | $137,256-71.6% |
| Participation rate | 93.8% | 82.6%+11.1pp | 81.4%+12.3pp | 80.0%+13.8pp |
| Annual return | 18.31% | 38.16%-19.8pp | 38.47%-20.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $20,895 | $8,286+152.2% | $7,956+162.6% | $6,407+226.1% |
| Admin fee / account holder | $19,921 | $11,312+76.1% | $11,381+75.0% | $12,270+62.4% |