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 | $32,478 | $77,503-58.1% | $100,391-67.6% | $80,856-59.8% |
| Participation rate | 95.5% | 76.9%+18.5pp | 81.5%+14.0pp | 67.6%+27.8pp |
| Annual return | 14.16% | 37.20%-23.0pp | 49.20%-35.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $17,341 | $6,820+154.3% | $8,082+114.6% | $4,296+303.7% |
| Admin fee / account holder | $12,442 | $5,897+111.0% | $7,899+57.5% | $6,918+79.9% |