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 | $23,615 | $106,584-77.8% | $101,326-76.7% | $142,382-83.4% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 51.53% | 36.93%+14.6pp | 36.82%+14.7pp | 217.08%-165.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,252 | $8,297+11.5% | $7,994+15.7% | $6,507+42.2% |
| Admin fee / account holder | $4,432 | $11,446-61.3% | $11,185-60.4% | $12,624-64.9% |