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 | $30,063 | $72,277-58.4% | $101,248-70.3% | $79,858-62.4% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 26.26% | 22.30%+4.0pp | 46.47%-20.2pp | 31.71%-5.5pp |
| Employer contribution / active EE | $10 | $2,692-99.6% | $3,660-99.7% | $2,471-99.6% |
| Participant deferral / active EE | $1,643 | $3,282-49.9% | $4,370-62.4% | $3,740-56.1% |
| Admin fee / account holder | $2,488 | $4,400-43.5% | $5,945-58.2% | $5,306-53.1% |