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 | $26,740 | $78,103-65.8% | $289,028-90.7% | $116,875-77.1% |
| Participation rate | 92.1% | 69.5%+22.6pp | 78.0%+14.1pp | 74.5%+17.6pp |
| Annual return | 21.23% | 15.26%+6.0pp | 243.94%-222.7pp | 16.29%+4.9pp |
| Employer contribution / active EE | $324 | $2,718-88.1% | $6,326-94.9% | $3,288-90.2% |
| Participant deferral / active EE | $2,539 | $2,921-13.1% | $4,804-47.1% | $3,885-34.6% |
| Admin fee / account holder | $3,384 | $8,683-61.0% | $14,050-75.9% | $12,263-72.4% |