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 3-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 | $20,186 | $81,233-75.2% | $155,567-87.0% | $80,874-75.0% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 16.20% | 33.33%-17.1pp | 64.74%-48.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,648 | $3,452+150.5% | $5,628+53.7% | $4,297+101.3% |
| Admin fee / account holder | $6,751 | $7,998-15.6% | $15,916-57.6% | $6,935-2.7% |