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 | $27,296 | $97,744-72.1% | $103,476-73.6% | $145,922-81.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 25.41%-10.7pp | 23.90%-9.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $771 | $4,677-83.5% | $4,672-83.5% | $4,660-83.5% |
| Participant deferral / active EE | $7,213 | $6,603+9.2% | $6,623+8.9% | $6,688+7.9% |
| Admin fee / account holder | $1,861 | $12,515-85.1% | $9,413-80.2% | $13,397-86.1% |