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 | $34,961 | $91,552-61.8% | $133,956-73.9% | $79,858-56.2% |
| Participation rate | 75.6% | 73.3%+2.3pp | 79.8%-4.2pp | 69.6%+6.0pp |
| Annual return | 31.36% | 61.85%-30.5pp | 45.09%-13.7pp | 31.71%-0.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,017 | $3,733-19.2% | $5,048-40.2% | $3,740-19.3% |
| Admin fee / account holder | $5,208 | $6,321-17.6% | $8,927-41.7% | $5,306-1.8% |