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 | $34,982 | $77,503-54.9% | $100,391-65.2% | $80,856-56.7% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.6%+26.6pp |
| Annual return | 13.71% | 37.20%-23.5pp | 49.20%-35.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,283 | $6,820+36.1% | $8,082+14.9% | $4,296+116.1% |
| Admin fee / account holder | $13,063 | $5,897+121.5% | $7,899+65.4% | $6,918+88.8% |