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 8-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 | $29,697 | $124,281-76.1% | $109,143-72.8% | $167,490-82.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 12.46% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,210 | $5,255-38.9% | $4,653-31.0% | $6,341-49.4% |
| Admin fee / account holder | $2,904 | $7,970-63.6% | $6,752-57.0% | $12,309-76.4% |