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 | $35,100 | $80,673-56.5% | $101,326-65.4% | $84,808-58.6% |
| Participation rate | 94.1% | 77.8%+16.3pp | 81.5%+12.6pp | 68.3%+25.8pp |
| Annual return | 51.72% | 38.95%+12.8pp | 36.82%+14.9pp | 40.90%+10.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,471 | $6,840+38.5% | $7,994+18.5% | $4,212+124.9% |
| Admin fee / account holder | $2,288 | $12,784-82.1% | $11,185-79.5% | $7,344-68.8% |