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 8-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 | $20,867 | $127,065-83.6% | $113,168-81.6% | $142,382-85.3% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 14.92% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.2pp |
| Employer contribution / active EE | $575 | $3,442-83.3% | $2,975-80.7% | $4,299-86.6% |
| Participant deferral / active EE | $3,460 | $5,716-39.5% | $5,107-32.3% | $6,507-46.8% |
| Admin fee / account holder | $4,739 | $15,736-69.9% | $12,068-60.7% | $12,624-62.5% |