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 | $26,781 | $80,673-66.8% | $101,326-73.6% | $84,808-68.4% |
| Participation rate | 88.2% | 77.8%+10.5pp | 81.5%+6.7pp | 68.3%+19.9pp |
| Annual return | 15.04% | 38.95%-23.9pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,821 | $6,840+72.8% | $7,994+47.9% | $4,212+180.7% |
| Admin fee / account holder | $9,216 | $12,784-27.9% | $11,185-17.6% | $7,344+25.5% |