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 7-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 | $29,810 | $77,503-61.5% | $100,391-70.3% | $80,856-63.1% |
| Participation rate | 87.5% | 76.9%+10.6pp | 81.5%+6.0pp | 67.6%+19.9pp |
| Annual return | 15.77% | 37.20%-21.4pp | 49.20%-33.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,974 | $6,820+2.3% | $8,082-13.7% | $4,296+62.4% |
| Admin fee / account holder | $768 | $5,897-87.0% | $7,899-90.3% | $6,918-88.9% |