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 | $25,883 | $80,673-67.9% | $101,326-74.5% | $84,808-69.5% |
| Participation rate | 85.3% | 77.8%+7.5pp | 81.5%+3.8pp | 68.3%+17.0pp |
| Annual return | 21.54% | 38.95%-17.4pp | 36.82%-15.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,832 | $6,840-0.1% | $7,994-14.5% | $4,212+62.2% |
| Admin fee / account holder | $7,238 | $12,784-43.4% | $11,185-35.3% | $7,344-1.4% |