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 | $52,390 | $60,022-12.7% | $88,946-41.1% | $84,808-38.2% |
| Participation rate | 97.5% | 57.8%+39.7pp | 68.8%+28.7pp | 68.3%+29.2pp |
| Annual return | 24.76% | 22.43%+2.3pp | 57.82%-33.1pp | 40.90%-16.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,286 | $3,114+423.0% | $4,581+255.5% | $4,212+286.7% |
| Admin fee / account holder | $7,770 | $4,811+61.5% | $8,261-5.9% | $7,344+5.8% |