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 | $25,868 | $51,638-49.9% | $68,368-62.2% | $82,448-68.6% |
| Participation rate | 86.8% | 63.6%+23.2pp | 73.8%+13.1pp | 68.1%+18.8pp |
| Annual return | 19.64% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,391 | $2,914+85.0% | $4,123+30.8% | $4,139+30.2% |
| Admin fee / account holder | $467 | $4,643-89.9% | $5,150-90.9% | $7,234-93.5% |