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 | $26,535 | $80,673-67.1% | $101,326-73.8% | $84,808-68.7% |
| Participation rate | 84.5% | 77.8%+6.7pp | 81.5%+3.0pp | 68.3%+16.2pp |
| Annual return | 72.23% | 38.95%+33.3pp | 36.82%+35.4pp | 40.90%+31.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,067 | $6,840+32.6% | $7,994+13.4% | $4,212+115.3% |
| Admin fee / account holder | $2,573 | $12,784-79.9% | $11,185-77.0% | $7,344-65.0% |