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 | $73,494 | $154,228-52.3% | $145,433-49.5% | $137,256-46.5% |
| Participation rate | 70.8% | 83.8%-13.0pp | 82.1%-11.3pp | 80.0%-9.1pp |
| Annual return | 20.86% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,967 | $8,216-15.2% | $7,897-11.8% | $6,407+8.7% |
| Admin fee / account holder | $3,588 | $14,344-75.0% | $13,129-72.7% | $12,270-70.8% |