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 | $52,357 | $109,881-52.4% | $150,045-65.1% | $84,808-38.3% |
| Participation rate | 89.9% | 76.1%+13.8pp | 82.3%+7.6pp | 68.3%+21.6pp |
| Annual return | 19.95% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,139 | $6,636+22.7% | $7,997+1.8% | $4,212+93.3% |
| Admin fee / account holder | $467 | $8,568-94.6% | $13,435-96.5% | $7,344-93.6% |