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 | $66,898 | $146,267-54.3% | $197,124-66.1% | $82,448-18.9% |
| Participation rate | 95.5% | 84.0%+11.5pp | 86.7%+8.8pp | 68.1%+27.5pp |
| Annual return | 23.76% | 29.61%-5.9pp | 44.34%-20.6pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,893 | $7,035+111.7% | $9,135+63.0% | $4,139+259.8% |
| Admin fee / account holder | $8,764 | $14,422-39.2% | $16,298-46.2% | $7,234+21.1% |