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 | $45,016 | $54,705-17.7% | $71,209-36.8% | $84,808-46.9% |
| Participation rate | 94.2% | 64.1%+30.1pp | 73.8%+20.5pp | 68.3%+25.9pp |
| Annual return | 17.04% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,502 | $3,030+114.6% | $4,175+55.7% | $4,212+54.4% |
| Admin fee / account holder | $1,567 | $4,863-67.8% | $5,349-70.7% | $7,344-78.7% |