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 | $23,621 | $87,166-72.9% | $76,735-69.2% | $137,256-82.8% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.5%+15.1pp | 80.0%+4.7pp |
| Annual return | 12.31% | 26.50%-14.2pp | 29.77%-17.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,907 | $4,726+130.8% | $4,088+166.8% | $6,407+70.2% |
| Admin fee / account holder | $3,204 | $8,403-61.9% | $7,189-55.4% | $12,270-73.9% |