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 4-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 | $25,370 | $133,922-81.1% | $116,228-78.2% | $142,382-82.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.54% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $92 | $3,446-97.3% | $2,994-96.9% | $4,299-97.9% |
| Participant deferral / active EE | $4,639 | $5,672-18.2% | $4,953-6.3% | $6,507-28.7% |
| Admin fee / account holder | $1,068 | $14,945-92.9% | $11,989-91.1% | $12,624-91.5% |