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 | $25,215 | $106,584-76.3% | $101,326-75.1% | $142,382-82.3% |
| Participation rate | 94.4% | 82.7%+11.8pp | 81.5%+12.9pp | 80.1%+14.3pp |
| Annual return | 31.81% | 36.93%-5.1pp | 36.82%-5.0pp | 217.08%-185.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $17,094 | $8,297+106.0% | $7,994+113.8% | $6,507+162.7% |
| Admin fee / account holder | $4,772 | $11,446-58.3% | $11,185-57.3% | $12,624-62.2% |