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 | $29,722 | $117,983-74.8% | $101,794-70.8% | $142,382-79.1% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.2%+13.4pp | 80.1%+2.5pp |
| Annual return | 26.14% | 36.92%-10.8pp | 30.53%-4.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,484 | $4,714+58.8% | $4,084+83.3% | $6,507+15.0% |
| Admin fee / account holder | $369 | $10,433-96.5% | $8,777-95.8% | $12,624-97.1% |