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 | $28,345 | $78,520-63.9% | $96,576-70.7% | $82,448-65.6% |
| Participation rate | 90.7% | 77.7%+13.0pp | 81.4%+9.3pp | 68.1%+22.7pp |
| Annual return | 24.16% | 41.30%-17.1pp | 38.47%-14.3pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,129 | $6,754+64.8% | $7,956+39.9% | $4,139+168.9% |
| Admin fee / account holder | $6,555 | $13,455-51.3% | $11,381-42.4% | $7,234-9.4% |