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 | $106,584-59.7% | $101,326-57.6% | $142,382-69.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 48.87% | 36.93%+11.9pp | 36.82%+12.1pp | 217.08%-168.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $19,527 | $8,297+135.3% | $7,994+144.3% | $6,507+200.1% |
| Admin fee / account holder | $4,625 | $11,446-59.6% | $11,185-58.7% | $12,624-63.4% |