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 | $14,346 | $95,561-85.0% | $77,163-81.4% | $139,434-89.7% |
| Participation rate | 91.7% | 73.9%+17.7pp | 69.6%+22.1pp | 80.3%+11.3pp |
| Annual return | 26.31% | 54.92%-28.6pp | 37.87%-11.6pp | 372.94%-346.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,919 | $4,624+92.9% | $3,833+132.7% | $6,710+32.9% |
| Admin fee / account holder | $1,818 | $8,295-78.1% | $5,472-66.8% | $11,403-84.1% |