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 | $24,036 | $60,022-60.0% | $88,946-73.0% | $84,808-71.7% |
| Participation rate | 90.2% | 57.8%+32.4pp | 68.8%+21.4pp | 68.3%+21.9pp |
| Annual return | 53.13% | 22.43%+30.7pp | 57.82%-4.7pp | 40.90%+12.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,328 | $3,114+295.9% | $4,581+169.1% | $4,212+192.7% |
| Admin fee / account holder | $6,336 | $4,811+31.7% | $8,261-23.3% | $7,344-13.7% |