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 | $18,080 | $80,717-77.6% | $154,803-88.3% | $84,808-78.7% |
| Participation rate | 80.6% | 66.8%+13.7pp | 78.1%+2.5pp | 68.3%+12.2pp |
| Annual return | 18.31% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,995 | $3,303-9.3% | $5,540-45.9% | $4,212-28.9% |
| Admin fee / account holder | $716 | $6,746-89.4% | $14,329-95.0% | $7,344-90.3% |