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 | $32,789 | $106,749-69.3% | $145,433-77.5% | $82,448-60.2% |
| Participation rate | 82.9% | 75.6%+7.3pp | 82.1%+0.8pp | 68.1%+14.9pp |
| Annual return | 26.45% | 27.59%-1.1pp | 66.58%-40.1pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,878 | $6,519+97.6% | $7,897+63.1% | $4,139+211.1% |
| Admin fee / account holder | $5,338 | $8,390-36.4% | $13,129-59.3% | $7,234-26.2% |