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 | $25,057 | $77,503-67.7% | $100,391-75.0% | $80,856-69.0% |
| Participation rate | 78.9% | 76.9%+2.0pp | 81.5%-2.5pp | 67.6%+11.3pp |
| Annual return | 17.38% | 37.20%-19.8pp | 49.20%-31.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $29 | $2,801-99.0% | $3,942-99.3% | $2,755-98.9% |
| Participant deferral / active EE | $9,329 | $6,820+36.8% | $8,082+15.4% | $4,296+117.2% |
| Admin fee / account holder | $1,358 | $5,897-77.0% | $7,899-82.8% | $6,918-80.4% |