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 | $39,517 | $78,672-49.8% | $109,143-63.8% | $85,850-54.0% |
| Participation rate | 70.3% | 68.3%+2.0pp | 75.9%-5.6pp | 69.3%+1.0pp |
| Annual return | 25.79% | 25.09%+0.7pp | 25.75%0pp | 318.53%-292.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,067 | $3,467-40.4% | $4,653-55.6% | $3,952-47.7% |
| Admin fee / account holder | $2,143 | $5,469-60.8% | $6,752-68.3% | $6,260-65.8% |