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 8-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 | $62,734 | $65,365-4.0% | $92,893-32.5% | $72,985-14.0% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.5pp |
| Annual return | 18.33% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $418 | $2,594-83.9% | $3,653-88.5% | $2,440-82.9% |
| Participant deferral / active EE | $1,398 | $3,128-55.3% | $4,236-67.0% | $3,607-61.2% |
| Admin fee / account holder | $4,527 | $4,251+6.5% | $5,794-21.9% | $5,124-11.7% |