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 | $20,721 | $58,512-64.6% | $84,015-75.3% | $72,985-71.6% |
| Participation rate | 98.1% | 61.2%+36.9pp | 69.0%+29.1pp | 69.5%+28.7pp |
| Annual return | 31.42% | 28.93%+2.5pp | 71.31%-39.9pp | 81.00%-49.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,453 | $2,394-39.3% | $3,239-55.1% | $3,607-59.7% |
| Admin fee / account holder | $2,313 | $4,569-49.4% | $6,101-62.1% | $5,124-54.9% |