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 | $28,991 | $108,912-73.4% | $100,383-71.1% | $145,959-80.1% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.9pp | 80.3%+2.1pp |
| Annual return | 14.19% | 57.96%-43.8pp | 49.26%-35.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,035 | $8,451-4.9% | $8,086-0.6% | $6,689+20.1% |
| Admin fee / account holder | $3,433 | $9,690-64.6% | $7,900-56.5% | $13,398-74.4% |