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 | $67,604 | $185,822-63.6% | $169,993-60.2% | $139,434-51.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 64.71% | 60.50%+4.2pp | 53.37%+11.3pp | 372.94%-308.2pp |
| Employer contribution / active EE | $805 | $7,590-89.4% | $6,785-88.1% | $4,751-83.1% |
| Participant deferral / active EE | $7,969 | $11,622-31.4% | $10,408-23.4% | $6,710+18.8% |
| Admin fee / account holder | $3,387 | $15,381-78.0% | $12,815-73.6% | $11,403-70.3% |