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 9-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 | $78,666 | $96,965-18.9% | $97,995-19.7% | $147,584-46.7% |
| Participation rate | 70.8% | 83.6%-12.8pp | 82.4%-11.6pp | 82.8%-12.0pp |
| Annual return | 19.03% | 24.11%-5.1pp | 23.94%-4.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,591 | $5,081-9.7% | $5,097-9.9% | $5,439-15.6% |
| Admin fee / account holder | $828 | $8,120-89.8% | $5,943-86.1% | $10,885-92.4% |