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 | $17,840 | $106,584-83.3% | $101,326-82.4% | $142,382-87.5% |
| Participation rate | 79.2% | 82.7%-3.5pp | 81.5%-2.3pp | 80.1%-1.0pp |
| Annual return | 25.70% | 36.93%-11.2pp | 36.82%-11.1pp | 217.08%-191.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,694 | $8,297-31.4% | $7,994-28.8% | $6,507-12.5% |
| Admin fee / account holder | $3,055 | $11,446-73.3% | $11,185-72.7% | $12,624-75.8% |