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 | $27,423 | $73,515-62.7% | $62,995-56.5% | $147,584-81.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.97% | 175.43%-163.5pp | 87.57%-75.6pp | 578.55%-566.6pp |
| Employer contribution / active EE | $182 | $3,320-94.5% | $2,759-93.4% | $4,876-96.3% |
| Participant deferral / active EE | $2,734 | $4,185-34.7% | $3,329-17.9% | $5,439-49.7% |
| Admin fee / account holder | $2,179 | $5,953-63.4% | $3,600-39.5% | $10,885-80.0% |