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 8-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 | $33,532 | $98,750-66.0% | $149,696-77.6% | $79,858-58.0% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 35.50% | 27.43%+8.1pp | 276.60%-241.1pp | 31.71%+3.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,665 | $5,680+105.4% | $6,842+70.5% | $3,740+211.9% |
| Admin fee / account holder | $6,778 | $6,053+12.0% | $9,309-27.2% | $5,306+27.7% |