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 | $26,124 | $109,881-76.2% | $150,045-82.6% | $84,808-69.2% |
| Participation rate | 89.8% | 76.1%+13.7pp | 82.3%+7.5pp | 68.3%+21.5pp |
| Annual return | 24.05% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,983 | $6,636+80.6% | $7,997+49.8% | $4,212+184.5% |
| Admin fee / account holder | $2,282 | $8,568-73.4% | $13,435-83.0% | $7,344-68.9% |