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 | $26,998 | $87,166-69.0% | $76,735-64.8% | $137,256-80.3% |
| Participation rate | 73.3% | 74.4%-1.0pp | 69.5%+3.8pp | 80.0%-6.6pp |
| Annual return | 18.38% | 26.50%-8.1pp | 29.77%-11.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,537 | $4,726-46.3% | $4,088-37.9% | $6,407-60.4% |
| Admin fee / account holder | $6,839 | $8,403-18.6% | $7,189-4.9% | $12,270-44.3% |