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 | $63,408 | $95,416-33.5% | $185,823-65.9% | $85,850-26.1% |
| Participation rate | 85.7% | 68.8%+17.0pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 13.34% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,062 | $3,423+47.9% | $5,568-9.1% | $3,952+28.1% |
| Admin fee / account holder | $1,209 | $7,213-83.2% | $16,237-92.6% | $6,260-80.7% |