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 6-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 | $38,946 | $94,625-58.8% | $116,228-66.5% | $84,808-54.1% |
| Participation rate | 73.0% | 70.4%+2.5pp | 74.6%-1.6pp | 68.3%+4.7pp |
| Annual return | 20.23% | 20.40%-0.2pp | 90.06%-69.8pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,033 | $3,972+51.9% | $4,953+21.8% | $4,212+43.3% |
| Admin fee / account holder | $879 | $10,091-91.3% | $11,989-92.7% | $7,344-88.0% |