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 | $11,266 | $172,111-93.5% | $150,298-92.5% | $137,256-91.8% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 14.26% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $532 | $4,636-88.5% | $4,154-87.2% | $4,156-87.2% |
| Participant deferral / active EE | $3,841 | $6,166-37.7% | $5,453-29.6% | $6,407-40.1% |
| Admin fee / account holder | $3,471 | $16,471-78.9% | $14,116-75.4% | $12,270-71.7% |