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 | $20,812 | $48,795-57.3% | $65,493-68.2% | $84,808-75.5% |
| Participation rate | 89.7% | 67.0%+22.7pp | 73.1%+16.6pp | 68.3%+21.3pp |
| Annual return | 16.16% | 20.20%-4.0pp | 982.45%-966.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $46 | $1,930-97.6% | $2,574-98.2% | $2,631-98.3% |
| Participant deferral / active EE | $3,789 | $2,928+29.4% | $3,961-4.3% | $4,212-10.0% |
| Admin fee / account holder | $1,974 | $3,877-49.1% | $5,028-60.7% | $7,344-73.1% |