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 7-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 | $51,395 | $127,065-59.6% | $113,168-54.6% | $142,382-63.9% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 13.97% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $441 | $3,442-87.2% | $2,975-85.2% | $4,299-89.7% |
| Participant deferral / active EE | $2,610 | $5,716-54.3% | $5,107-48.9% | $6,507-59.9% |
| Admin fee / account holder | $17,772 | $15,736+12.9% | $12,068+47.3% | $12,624+40.8% |