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 7-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 | $19,640 | $64,348-69.5% | $90,160-78.2% | $70,131-72.0% |
| Participation rate | 77.8% | 70.4%+7.3pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 25.83% | 28.13%-2.3pp | 34.88%-9.0pp | 73.14%-47.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,792 | $4,389+100.3% | $5,288+66.3% | $3,332+163.9% |
| Admin fee / account holder | $1,348 | $3,944-65.8% | $5,943-77.3% | $4,645-71.0% |