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 | $27,975 | $54,705-48.9% | $71,209-60.7% | $84,808-67.0% |
| Participation rate | 84.8% | 64.1%+20.8pp | 73.8%+11.1pp | 68.3%+16.5pp |
| Annual return | 33.80% | 35.90%-2.1pp | 282.51%-248.7pp | 40.90%-7.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,908 | $3,030+226.9% | $4,175+137.3% | $4,212+135.2% |
| Admin fee / account holder | $1,124 | $4,863-76.9% | $5,349-79.0% | $7,344-84.7% |