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 8-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 | $41,087 | $61,605-33.3% | $112,229-63.4% | $75,163-45.3% |
| Participation rate | 86.4% | 61.7%+24.7pp | 72.4%+13.9pp | 67.2%+19.2pp |
| Annual return | 23.60% | 28.47%-4.9pp | 30.20%-6.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,415 | $3,108+299.4% | $4,798+158.8% | $4,125+201.0% |
| Admin fee / account holder | $1,011 | $4,862-79.2% | $7,748-87.0% | $5,651-82.1% |