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 3-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 | $26,975 | $85,006-68.3% | $76,190-64.6% | $145,922-81.5% |
| Participation rate | 77.8% | 82.9%-5.1pp | 79.3%-1.5pp | 80.3%-2.5pp |
| Annual return | 11.42% | 13.11%-1.7pp | 13.78%-2.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $692 | $5,265-86.9% | $4,578-84.9% | $4,660-85.2% |
| Participant deferral / active EE | $1,745 | $6,392-72.7% | $5,474-68.1% | $6,688-73.9% |
| Admin fee / account holder | $549 | $5,760-90.5% | $5,123-89.3% | $13,397-95.9% |