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 | $37,769 | $108,912-65.3% | $100,383-62.4% | $145,959-74.1% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 13.40% | 57.96%-44.6pp | 49.26%-35.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $331 | $4,423-92.5% | $3,944-91.6% | $4,661-92.9% |
| Participant deferral / active EE | $5,733 | $8,451-32.2% | $8,086-29.1% | $6,689-14.3% |
| Admin fee / account holder | $4,637 | $9,690-52.1% | $7,900-41.3% | $13,398-65.4% |