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 | $15,803 | $77,899-79.7% | $149,673-89.4% | $75,163-79.0% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 22.10% | 31.72%-9.6pp | 134.42%-112.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,603 | $3,411+122.9% | $5,680+33.9% | $4,125+84.3% |
| Admin fee / account holder | $1,722 | $5,956-71.1% | $13,210-87.0% | $5,651-69.5% |