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 | $31,750 | $117,841-73.1% | $102,423-69.0% | $145,922-78.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 9.23% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $716 | $3,615-80.2% | $3,023-76.3% | $4,660-84.6% |
| Participant deferral / active EE | $1,789 | $5,731-68.8% | $5,053-64.6% | $6,688-73.3% |
| Admin fee / account holder | $1,465 | $13,326-89.0% | $9,451-84.5% | $13,397-89.1% |