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 | $58,965 | $167,484-64.8% | $151,611-61.1% | $134,475-56.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.79% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,337 | $6,829-80.4% | $6,166-78.3% | $4,740-71.8% |
| Participant deferral / active EE | $5,226 | $8,986-41.8% | $8,363-37.5% | $6,400-18.3% |
| Admin fee / account holder | $13,758 | $13,783-0.2% | $11,616+18.4% | $11,426+20.4% |