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 7-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 | $26,143 | $77,503-66.3% | $100,391-74.0% | $80,856-67.7% |
| Participation rate | 91.8% | 76.9%+14.8pp | 81.5%+10.3pp | 67.6%+24.1pp |
| Annual return | 14.91% | 37.20%-22.3pp | 49.20%-34.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | -$0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,198 | $6,820+5.5% | $8,082-10.9% | $4,296+67.6% |
| Admin fee / account holder | $3,105 | $5,897-47.3% | $7,899-60.7% | $6,918-55.1% |