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 | $38,579 | $61,774-37.5% | $97,226-60.3% | $80,856-52.3% |
| Participation rate | 94.0% | 63.5%+30.5pp | 72.7%+21.3pp | 67.6%+26.4pp |
| Annual return | 26.45% | -557.90%+584.4pp | 75.13%-48.7pp | 35.59%-9.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,479 | $3,029+411.1% | $4,264+263.1% | $4,296+260.3% |
| Admin fee / account holder | $1,443 | $5,166-72.1% | $5,654-74.5% | $6,918-79.1% |