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 9-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 | $86,299 | $109,881-21.5% | $150,045-42.5% | $84,808+1.8% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 17.37% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,350 | $6,636+176.5% | $7,997+129.5% | $4,212+335.7% |
| Admin fee / account holder | $22,100 | $8,568+157.9% | $13,435+64.5% | $7,344+200.9% |