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 | $17,188 | $148,534-88.4% | $135,903-87.4% | $139,434-87.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 16.48% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,447 | $8,100-57.4% | $7,758-55.6% | $6,710-48.6% |
| Admin fee / account holder | $2,452 | $12,400-80.2% | $10,762-77.2% | $11,403-78.5% |