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 7-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 | $37,461 | $127,065-70.5% | $113,168-66.9% | $142,382-73.7% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 14.58% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,898 | $5,716+38.2% | $5,107+54.7% | $6,507+21.4% |
| Admin fee / account holder | $9,449 | $15,736-40.0% | $12,068-21.7% | $12,624-25.1% |