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 | $25,120 | $89,753-72.0% | $107,525-76.6% | $84,808-70.4% |
| Participation rate | 79.1% | 68.1%+11.0pp | 75.1%+4.0pp | 68.3%+10.8pp |
| Annual return | 14.44% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $548 | $3,113-82.4% | $3,754-85.4% | $2,631-79.2% |
| Participant deferral / active EE | $3,958 | $4,056-2.4% | $5,116-22.6% | $4,212-6.0% |
| Admin fee / account holder | $561 | $7,222-92.2% | $8,919-93.7% | $7,344-92.4% |