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 | $28,615 | $80,673-64.5% | $101,326-71.8% | $84,808-66.3% |
| Participation rate | 82.0% | 77.8%+4.2pp | 81.5%+0.5pp | 68.3%+13.7pp |
| Annual return | 28.00% | 38.95%-11.0pp | 36.82%-8.8pp | 40.90%-12.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,289 | $6,840+79.7% | $7,994+53.7% | $4,212+191.8% |
| Admin fee / account holder | $5,477 | $12,784-57.2% | $11,185-51.0% | $7,344-25.4% |