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 | $42,913 | $167,307-74.4% | $143,757-70.1% | $134,475-68.1% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | 0.18% | 0.46%-0.3pp | -0.04%+0.2pp | 417.96%-417.8pp |
| Employer contribution / active EE | $1,093 | $5,619-80.5% | $4,951-77.9% | $4,740-76.9% |
| Participant deferral / active EE | $5,206 | $6,446-19.2% | $5,637-7.6% | $6,400-18.7% |
| Admin fee / account holder | $573 | $18,088-96.8% | $14,673-96.1% | $11,426-95.0% |