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 | $56,737 | $148,978-61.9% | $200,582-71.7% | $84,808-33.1% |
| Participation rate | 81.0% | 84.2%-3.3pp | 86.9%-5.9pp | 68.3%+12.6pp |
| Annual return | 22.30% | 28.16%-5.9pp | 42.33%-20.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $10 | $4,815-99.8% | $6,419-99.8% | $2,631-99.6% |
| Participant deferral / active EE | $14,835 | $7,142+107.7% | $9,331+59.0% | $4,212+252.2% |
| Admin fee / account holder | $3,505 | $13,977-74.9% | $16,305-78.5% | $7,344-52.3% |