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 | $50,939 | $78,520-35.1% | $96,576-47.3% | $82,448-38.2% |
| Participation rate | 82.3% | 77.7%+4.5pp | 81.4%+0.8pp | 68.1%+14.2pp |
| Annual return | 28.60% | 41.30%-12.7pp | 38.47%-9.9pp | 41.64%-13.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,121 | $6,754+79.5% | $7,956+52.3% | $4,139+192.8% |
| Admin fee / account holder | $4,312 | $13,455-67.9% | $11,381-62.1% | $7,234-40.4% |