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 | $64,989 | $109,881-40.9% | $150,045-56.7% | $84,808-23.4% |
| Participation rate | 81.1% | 76.1%+5.0pp | 82.3%-1.2pp | 68.3%+12.8pp |
| Annual return | 45.23% | 28.25%+17.0pp | 62.55%-17.3pp | 40.90%+4.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,576 | $6,636+104.6% | $7,997+69.8% | $4,212+222.3% |
| Admin fee / account holder | $5,221 | $8,568-39.1% | $13,435-61.1% | $7,344-28.9% |