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 | $23,746 | $106,584-77.7% | $101,326-76.6% | $142,382-83.3% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 22.31% | 36.93%-14.6pp | 36.82%-14.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,098 | $8,297-38.6% | $7,994-36.2% | $6,507-21.7% |
| Admin fee / account holder | $1,072 | $11,446-90.6% | $11,185-90.4% | $12,624-91.5% |