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 | $56,818 | $95,266-40.4% | $82,389-31.0% | $142,382-60.1% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.5%+0.5pp | 80.1%-10.1pp |
| Annual return | 19.11% | 25.74%-6.6pp | 28.67%-9.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,256 | $4,809+175.7% | $4,155+219.1% | $6,507+103.7% |
| Admin fee / account holder | $13,359 | $8,563+56.0% | $7,231+84.8% | $12,624+5.8% |