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 | $108,919-65.3% | $100,391-62.4% | $145,922-74.1% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 13.40% | 57.88%-44.5pp | 49.20%-35.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $331 | $4,419-92.5% | $3,942-91.6% | $4,660-92.9% |
| Participant deferral / active EE | $5,733 | $8,445-32.1% | $8,082-29.1% | $6,688-14.3% |
| Admin fee / account holder | $4,637 | $9,689-52.1% | $7,899-41.3% | $13,397-65.4% |