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 | $27,910 | $63,355-55.9% | $91,989-69.7% | $72,985-61.8% |
| Participation rate | 75.9% | 72.5%+3.3pp | 78.6%-2.8pp | 69.5%+6.4pp |
| Annual return | 38.07% | 35.35%+2.7pp | 69.02%-31.0pp | 81.00%-42.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,899 | $4,883+102.7% | $5,923+67.1% | $3,607+174.4% |
| Admin fee / account holder | $904 | $4,668-80.6% | $7,743-88.3% | $5,124-82.4% |