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 | $37,167 | $109,881-66.2% | $150,045-75.2% | $84,808-56.2% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 23.62% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,959 | $6,636+65.1% | $7,997+37.0% | $4,212+160.2% |
| Admin fee / account holder | $3,078 | $8,568-64.1% | $13,435-77.1% | $7,344-58.1% |