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 | $24,808 | $70,475-64.8% | $100,516-75.3% | $79,858-68.9% |
| Participation rate | 88.5% | 73.7%+14.8pp | 79.4%+9.1pp | 69.6%+18.8pp |
| Annual return | 61.77% | 21.90%+39.9pp | 30.89%+30.9pp | 31.71%+30.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,159 | $5,181+134.7% | $6,270+93.9% | $3,740+225.1% |
| Admin fee / account holder | $1,649 | $4,478-63.2% | $8,081-79.6% | $5,306-68.9% |