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 | $116,123 | $73,933+57.1% | $96,683+20.1% | $75,163+54.5% |
| Participation rate | 91.4% | 66.4%+25.0pp | 74.3%+17.1pp | 67.2%+24.2pp |
| Annual return | 40.61% | 26.70%+13.9pp | 35.69%+4.9pp | 160.62%-120.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,883 | $3,659+60.8% | $4,878+20.6% | $4,125+42.6% |
| Admin fee / account holder | $13,542 | $5,216+159.6% | $6,730+101.2% | $5,651+139.6% |