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 7-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 | $23,479 | $77,503-69.7% | $100,391-76.6% | $80,856-71.0% |
| Participation rate | 97.3% | 76.9%+20.4pp | 81.5%+15.8pp | 67.6%+29.7pp |
| Annual return | 32.87% | 37.20%-4.3pp | 49.20%-16.3pp | 35.59%-2.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,467 | $6,820+97.5% | $8,082+66.6% | $4,296+213.5% |
| Admin fee / account holder | $6,147 | $5,897+4.2% | $7,899-22.2% | $6,918-11.1% |