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 | $30,679 | $72,071-57.4% | $68,368-55.1% | $137,256-77.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 19.70% | 353.14%-333.4pp | 292.57%-272.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,136 | $4,410+84.5% | $4,123+97.4% | $6,407+27.0% |
| Admin fee / account holder | $4,370 | $5,336-18.1% | $5,150-15.1% | $12,270-64.4% |