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 | $58,625 | $106,749-45.1% | $145,433-59.7% | $82,448-28.9% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 96.33% | 27.59%+68.7pp | 66.58%+29.8pp | 41.64%+54.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,433 | $6,519+90.7% | $7,897+57.4% | $4,139+200.4% |
| Admin fee / account holder | $8,698 | $8,390+3.7% | $13,129-33.8% | $7,234+20.2% |