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 9-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 | $126,092 | $138,347-8.9% | $184,203-31.5% | $80,856+55.9% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.9pp | 67.6%+30.0pp |
| Annual return | 19.61% | 20.02%-0.4pp | 28.81%-9.2pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,292 | $4,850-73.4% | $6,427-79.9% | $2,755-53.1% |
| Participant deferral / active EE | $8,018 | $7,071+13.4% | $9,131-12.2% | $4,296+86.6% |
| Admin fee / account holder | $9,478 | $10,483-9.6% | $13,901-31.8% | $6,918+37.0% |