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 | $27,289 | $70,475-61.3% | $100,516-72.9% | $79,858-65.8% |
| Participation rate | 90.6% | 73.7%+17.0pp | 79.4%+11.2pp | 69.6%+21.0pp |
| Annual return | 13.61% | 21.90%-8.3pp | 30.89%-17.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,917 | $5,181+110.7% | $6,270+74.1% | $3,740+191.9% |
| Admin fee / account holder | $8,408 | $4,478+87.7% | $8,081+4.0% | $5,306+58.5% |