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 | $31,867 | $86,929-63.3% | $102,423-68.9% | $80,856-60.6% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 25.25% | 18.88%+6.4pp | 29.32%-4.1pp | 35.59%-10.3pp |
| Employer contribution / active EE | $43 | $2,369-98.2% | $3,023-98.6% | $2,755-98.4% |
| Participant deferral / active EE | $10,568 | $4,118+156.6% | $5,053+109.1% | $4,296+146.0% |
| Admin fee / account holder | $2,062 | $8,049-74.4% | $9,451-78.2% | $6,918-70.2% |