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 | $29,555 | $88,360-66.6% | $145,433-79.7% | $67,986-56.5% |
| Participation rate | 92.1% | 65.5%+26.6pp | 82.1%+10.0pp | 57.2%+34.9pp |
| Annual return | 32.73% | 63.15%-30.4pp | 66.58%-33.8pp | 31.67%+1.1pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $10,372 | $5,932+74.8% | $7,897+31.3% | $3,358+208.9% |
| Admin fee / account holder | $6,277 | $3,313+89.4% | $13,129-52.2% | $3,203+96.0% |