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 | $53,696 | $110,257-51.3% | $96,544-44.4% | $139,434-61.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 27.58% | 26.32%+1.3pp | 25.84%+1.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $524 | $3,620-85.5% | $2,965-82.3% | $4,751-89.0% |
| Participant deferral / active EE | $2,485 | $5,548-55.2% | $4,851-48.8% | $6,710-63.0% |
| Admin fee / account holder | $548 | $11,591-95.3% | $8,252-93.4% | $11,403-95.2% |