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 | $28,884 | $77,503-62.7% | $100,391-71.2% | $80,856-64.3% |
| Participation rate | 91.7% | 76.9%+14.7pp | 81.5%+10.2pp | 67.6%+24.0pp |
| Annual return | 40.87% | 37.20%+3.7pp | 49.20%-8.3pp | 35.59%+5.3pp |
| Employer contribution / active EE | $15 | $2,801-99.5% | $3,942-99.6% | $2,755-99.5% |
| Participant deferral / active EE | $11,960 | $6,820+75.4% | $8,082+48.0% | $4,296+178.4% |
| Admin fee / account holder | $9,914 | $5,897+68.1% | $7,899+25.5% | $6,918+43.3% |