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 | $34,659 | $78,520-55.9% | $96,576-64.1% | $82,448-58.0% |
| Participation rate | 83.7% | 77.7%+6.0pp | 81.4%+2.3pp | 68.1%+15.7pp |
| Annual return | 38.50% | 41.30%-2.8pp | 38.47%0pp | 41.64%-3.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,169 | $6,754+20.9% | $7,956+2.7% | $4,139+97.4% |
| Admin fee / account holder | $1,586 | $13,455-88.2% | $11,381-86.1% | $7,234-78.1% |