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 6-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 | $36,690 | $88,360-58.5% | $145,433-74.8% | $67,986-46.0% |
| Participation rate | 89.2% | 65.5%+23.7pp | 82.1%+7.1pp | 57.2%+32.0pp |
| Annual return | 22.92% | 63.15%-40.2pp | 66.58%-43.7pp | 31.67%-8.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $10,177 | $5,932+71.6% | $7,897+28.9% | $3,358+203.1% |
| Admin fee / account holder | $2,020 | $3,313-39.0% | $13,129-84.6% | $3,203-36.9% |