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 | $18,933 | $65,365-71.0% | $92,893-79.6% | $72,985-74.1% |
| Participation rate | 71.2% | 68.3%+2.9pp | 76.0%-4.8pp | 69.5%+1.7pp |
| Annual return | 18.28% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,420 | $3,128-54.6% | $4,236-66.5% | $3,607-60.6% |
| Admin fee / account holder | $574 | $4,251-86.5% | $5,794-90.1% | $5,124-88.8% |