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 6-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 | $16,950 | $117,983-85.6% | $101,794-83.3% | $142,382-88.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 13.46% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $388 | $2,773-86.0% | $2,289-83.0% | $4,299-91.0% |
| Participant deferral / active EE | $1,503 | $4,714-68.1% | $4,084-63.2% | $6,507-76.9% |
| Admin fee / account holder | $7,551 | $10,433-27.6% | $8,777-14.0% | $12,624-40.2% |