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 8-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 | $55,762 | $77,503-28.1% | $100,391-44.5% | $80,856-31.0% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.6%+24.7pp |
| Annual return | 17.32% | 37.20%-19.9pp | 49.20%-31.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,945 | $6,820+119.1% | $8,082+84.9% | $4,296+247.9% |
| Admin fee / account holder | $875 | $5,897-85.2% | $7,899-88.9% | $6,918-87.4% |