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 | $24,290 | $80,673-69.9% | $101,326-76.0% | $84,808-71.4% |
| Participation rate | 84.0% | 77.8%+6.2pp | 81.5%+2.5pp | 68.3%+15.7pp |
| Annual return | 55.83% | 38.95%+16.9pp | 36.82%+19.0pp | 40.90%+14.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,093 | $6,840+76.8% | $7,994+51.3% | $4,212+187.1% |
| Admin fee / account holder | $6,615 | $12,784-48.3% | $11,185-40.9% | $7,344-9.9% |