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 | $23,928 | $77,503-69.1% | $100,391-76.2% | $80,856-70.4% |
| Participation rate | 89.1% | 76.9%+12.2pp | 81.5%+7.6pp | 67.6%+21.5pp |
| Annual return | 27.11% | 37.20%-10.1pp | 49.20%-22.1pp | 35.59%-8.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,957 | $6,820+46.0% | $8,082+23.2% | $4,296+131.8% |
| Admin fee / account holder | $1,203 | $5,897-79.6% | $7,899-84.8% | $6,918-82.6% |