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 3-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 | $27,105 | $77,503-65.0% | $100,391-73.0% | $80,856-66.5% |
| Participation rate | 85.4% | 76.9%+8.4pp | 81.5%+3.9pp | 67.6%+17.7pp |
| Annual return | 55.52% | 37.20%+18.3pp | 49.20%+6.3pp | 35.59%+19.9pp |
| Employer contribution / active EE | $24 | $2,801-99.1% | $3,942-99.4% | $2,755-99.1% |
| Participant deferral / active EE | $14,394 | $6,820+111.1% | $8,082+78.1% | $4,296+235.1% |
| Admin fee / account holder | $2,236 | $5,897-62.1% | $7,899-71.7% | $6,918-67.7% |