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 6-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 | $16,611 | $159,602-89.6% | $150,045-88.9% | $142,382-88.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 16.70% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $361 | $4,961-92.7% | $4,693-92.3% | $4,299-91.6% |
| Participant deferral / active EE | $3,391 | $8,310-59.2% | $7,997-57.6% | $6,507-47.9% |
| Admin fee / account holder | $660 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |