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 | $63,833 | $77,503-17.6% | $100,391-36.4% | $80,856-21.1% |
| Participation rate | 89.5% | 76.9%+12.5pp | 81.5%+8.0pp | 67.6%+21.8pp |
| Annual return | 15.85% | 37.20%-21.4pp | 49.20%-33.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,457 | $6,820+97.3% | $8,082+66.5% | $4,296+213.3% |
| Admin fee / account holder | $7,445 | $5,897+26.3% | $7,899-5.7% | $6,918+7.6% |