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 3-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 | $42,980 | $100,970-57.4% | $96,576-55.5% | $137,256-68.7% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 48.87% | 38.16%+10.7pp | 38.47%+10.4pp | 220.34%-171.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,527 | $8,286+135.6% | $7,956+145.4% | $6,407+204.8% |
| Admin fee / account holder | $4,625 | $11,312-59.1% | $11,381-59.4% | $12,270-62.3% |