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 | $43,720 | $100,970-56.7% | $96,576-54.7% | $137,256-68.1% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 19.91% | 38.16%-18.2pp | 38.47%-18.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,846 | $8,286+55.0% | $7,956+61.5% | $6,407+100.5% |
| Admin fee / account holder | $2,726 | $11,312-75.9% | $11,381-76.1% | $12,270-77.8% |