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 | $45,225 | $106,749-57.6% | $145,433-68.9% | $82,448-45.1% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 21.20% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,975 | $6,519+114.4% | $7,897+77.0% | $4,139+237.6% |
| Admin fee / account holder | $9,748 | $8,390+16.2% | $13,129-25.7% | $7,234+34.7% |