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 8-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 | $38,563 | $109,881-64.9% | $150,045-74.3% | $84,808-54.5% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 22.19% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,751 | $6,636+46.9% | $7,997+21.9% | $4,212+131.5% |
| Admin fee / account holder | $1,611 | $8,568-81.2% | $13,435-88.0% | $7,344-78.1% |