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 | $80,673-36.9% | $101,326-49.7% | $84,808-39.9% |
| Participation rate | 82.3% | 77.8%+4.5pp | 81.5%+0.8pp | 68.3%+13.9pp |
| Annual return | 28.60% | 38.95%-10.3pp | 36.82%-8.2pp | 40.90%-12.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,121 | $6,840+77.2% | $7,994+51.6% | $4,212+187.8% |
| Admin fee / account holder | $4,312 | $12,784-66.3% | $11,185-61.4% | $7,344-41.3% |