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 | $23,440 | $117,841-80.1% | $102,423-77.1% | $145,922-83.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 12.39% | 31.65%-19.3pp | 29.32%-16.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,095 | $5,731-46.0% | $5,053-38.8% | $6,688-53.7% |
| Admin fee / account holder | $1,760 | $13,326-86.8% | $9,451-81.4% | $13,397-86.9% |