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 | $43,303 | $106,584-59.4% | $101,326-57.3% | $142,382-69.6% |
| Participation rate | 78.9% | 82.7%-3.7pp | 81.5%-2.5pp | 80.1%-1.2pp |
| Annual return | 21.83% | 36.93%-15.1pp | 36.82%-15.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,985 | $8,297+8.3% | $7,994+12.4% | $6,507+38.1% |
| Admin fee / account holder | $574 | $11,446-95.0% | $11,185-94.9% | $12,624-95.5% |