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 7-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 | $38,277 | $80,673-52.6% | $101,326-62.2% | $84,808-54.9% |
| Participation rate | 84.2% | 77.8%+6.4pp | 81.5%+2.7pp | 68.3%+15.9pp |
| Annual return | 19.50% | 38.95%-19.4pp | 36.82%-17.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,292 | $6,840+50.5% | $7,994+28.7% | $4,212+144.4% |
| Admin fee / account holder | $8,020 | $12,784-37.3% | $11,185-28.3% | $7,344+9.2% |