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 | $16,473 | $80,717-79.6% | $154,803-89.4% | $84,808-80.6% |
| Participation rate | 94.3% | 66.8%+27.5pp | 78.1%+16.2pp | 68.3%+26.0pp |
| Annual return | 32.64% | 37.96%-5.3pp | 58.88%-26.2pp | 40.90%-8.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,243 | $3,303+58.7% | $5,540-5.4% | $4,212+24.5% |
| Admin fee / account holder | $333 | $6,746-95.1% | $14,329-97.7% | $7,344-95.5% |