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 | $14,237 | $100,773-85.9% | $88,946-84.0% | $142,382-90.0% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 22.25% | 70.18%-47.9pp | 57.82%-35.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $96 | $2,918-96.7% | $2,555-96.2% | $4,299-97.8% |
| Participant deferral / active EE | $8,653 | $5,230+65.4% | $4,581+88.9% | $6,507+33.0% |
| Admin fee / account holder | $1,225 | $9,693-87.4% | $8,261-85.2% | $12,624-90.3% |