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 4-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 | $17,408 | $64,480-73.0% | $81,382-78.6% | $80,856-78.5% |
| Participation rate | 82.9% | 63.9%+19.0pp | 69.5%+13.4pp | 67.6%+15.2pp |
| Annual return | 15.68% | 16.34%-0.7pp | 24.73%-9.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,245 | $3,094+101.9% | $3,883+60.8% | $4,296+45.4% |
| Admin fee / account holder | $834 | $5,671-85.3% | $5,768-85.5% | $6,918-87.9% |