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 8-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 | $25,498 | $70,475-63.8% | $100,516-74.6% | $79,858-68.1% |
| Participation rate | 86.0% | 73.7%+12.3pp | 79.4%+6.6pp | 69.6%+16.3pp |
| Annual return | 41.21% | 21.90%+19.3pp | 30.89%+10.3pp | 31.71%+9.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,786 | $5,181+69.6% | $6,270+40.1% | $3,740+134.9% |
| Admin fee / account holder | $3,566 | $4,478-20.4% | $8,081-55.9% | $5,306-32.8% |