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 6-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 | $25,089 | $100,970-75.2% | $96,576-74.0% | $137,256-81.7% |
| Participation rate | 94.7% | 82.6%+12.1pp | 81.4%+13.3pp | 80.0%+14.8pp |
| Annual return | 18.73% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,520 | $8,286-9.2% | $7,956-5.5% | $6,407+17.4% |
| Admin fee / account holder | $969 | $11,312-91.4% | $11,381-91.5% | $12,270-92.1% |