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 | $21,359 | $39,122-45.4% | $57,179-62.6% | $62,891-66.0% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.1pp | 69.3%+27.1pp |
| Annual return | 1.06% | 9.23%-8.2pp | 14.59%-13.5pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,559 | $2,374+92.0% | $3,096+47.2% | $3,203+42.3% |
| Admin fee / account holder | $2,657 | $2,592+2.5% | $3,139-15.4% | $4,296-38.1% |