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 | $22,106 | $73,933-70.1% | $96,683-77.1% | $75,163-70.6% |
| Participation rate | 71.4% | 66.4%+5.0pp | 74.3%-2.9pp | 67.2%+4.2pp |
| Annual return | 16.95% | 26.70%-9.8pp | 35.69%-18.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $540 | $2,928-81.6% | $3,737-85.5% | $2,670-79.8% |
| Participant deferral / active EE | $4,892 | $3,659+33.7% | $4,878+0.3% | $4,125+18.6% |
| Admin fee / account holder | $2,517 | $5,216-51.8% | $6,730-62.6% | $5,651-55.5% |