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 | $32,316 | $89,753-64.0% | $107,525-69.9% | $84,808-61.9% |
| Participation rate | 73.5% | 68.1%+5.5pp | 75.1%-1.5pp | 68.3%+5.2pp |
| Annual return | 13.07% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $737 | $3,113-76.3% | $3,754-80.4% | $2,631-72.0% |
| Participant deferral / active EE | $2,054 | $4,056-49.4% | $5,116-59.8% | $4,212-51.2% |
| Admin fee / account holder | $2,093 | $7,222-71.0% | $8,919-76.5% | $7,344-71.5% |