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 | $106,584-63.5% | $101,326-61.6% | $142,382-72.7% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 18.31% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $20,895 | $8,297+151.8% | $7,994+161.4% | $6,507+221.1% |
| Admin fee / account holder | $19,921 | $11,446+74.0% | $11,185+78.1% | $12,624+57.8% |