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 3-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 | $61,285 | $95,266-35.7% | $82,389-25.6% | $142,382-57.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 22.39% | 25.74%-3.4pp | 28.67%-6.3pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,304 | $4,809+218.3% | $4,155+268.4% | $6,507+135.2% |
| Admin fee / account holder | $4,093 | $8,563-52.2% | $7,231-43.4% | $12,624-67.6% |