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 9-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 | $57,564 | $148,978-61.4% | $200,582-71.3% | $84,808-32.1% |
| Participation rate | 95.7% | 84.2%+11.5pp | 86.9%+8.9pp | 68.3%+27.4pp |
| Annual return | 23.97% | 28.16%-4.2pp | 42.33%-18.4pp | 40.90%-16.9pp |
| Employer contribution / active EE | $731 | $4,815-84.8% | $6,419-88.6% | $2,631-72.2% |
| Participant deferral / active EE | $11,370 | $7,142+59.2% | $9,331+21.8% | $4,212+170.0% |
| Admin fee / account holder | $16,627 | $13,977+19.0% | $16,305+2.0% | $7,344+126.4% |