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 | $43,671 | $109,881-60.3% | $150,045-70.9% | $84,808-48.5% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.5pp | 68.3%+7.6pp |
| Annual return | 21.50% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,735 | $6,636+16.6% | $7,997-3.3% | $4,212+83.6% |
| Admin fee / account holder | $1,049 | $8,568-87.8% | $13,435-92.2% | $7,344-85.7% |