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 7-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 | $21,094 | $70,475-70.1% | $100,516-79.0% | $79,858-73.6% |
| Participation rate | 87.9% | 73.7%+14.3pp | 79.4%+8.5pp | 69.6%+18.3pp |
| Annual return | 61.54% | 21.90%+39.6pp | 30.89%+30.6pp | 31.71%+29.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,264 | $5,181+136.7% | $6,270+95.6% | $3,740+227.9% |
| Admin fee / account holder | $3,665 | $4,478-18.2% | $8,081-54.6% | $5,306-30.9% |