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 | $25,425 | $109,881-76.9% | $150,045-83.1% | $84,808-70.0% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 32.88% | 28.25%+4.6pp | 62.55%-29.7pp | 40.90%-8.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,745 | $6,636+92.1% | $7,997+59.4% | $4,212+202.6% |
| Admin fee / account holder | $5,905 | $8,568-31.1% | $13,435-56.0% | $7,344-19.6% |