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 | $40,162 | $124,425-67.7% | $112,040-64.2% | $137,256-70.7% |
| Participation rate | 70.8% | 79.3%-8.5pp | 76.5%-5.7pp | 80.0%-9.1pp |
| Annual return | 17.83% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,935 | $5,718+143.7% | $5,098+173.4% | $6,407+117.5% |
| Admin fee / account holder | $20,664 | $15,207+35.9% | $12,098+70.8% | $12,270+68.4% |