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 | $44,328 | $78,520-43.5% | $96,576-54.1% | $82,448-46.2% |
| Participation rate | 93.3% | 77.7%+15.6pp | 81.4%+11.9pp | 68.1%+25.3pp |
| Annual return | 23.72% | 41.30%-17.6pp | 38.47%-14.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,856 | $6,754+90.3% | $7,956+61.6% | $4,139+210.6% |
| Admin fee / account holder | $562 | $13,455-95.8% | $11,381-95.1% | $7,234-92.2% |