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 | $36,816 | $112,096-67.2% | $95,952-61.6% | $158,922-76.8% |
| Participation rate | 70.8% | 79.0%-8.1pp | 77.1%-6.2pp | 82.0%-11.1pp |
| Annual return | 13.37% | 171.09%-157.7pp | 91.61%-78.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $215 | $3,198-93.3% | $2,541-91.5% | $4,761-95.5% |
| Participant deferral / active EE | $2,470 | $4,784-48.4% | $4,167-40.7% | $5,982-58.7% |
| Admin fee / account holder | $10,898 | $10,130+7.6% | $6,795+60.4% | $11,246-3.1% |