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 3-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 | $18,345 | $183,519-90.0% | $155,509-88.2% | $145,922-87.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 35.69% | 61.17%-25.5pp | 64.67%-29.0pp | 561.29%-525.6pp |
| Employer contribution / active EE | $686 | $5,313-87.1% | $4,672-85.3% | $4,660-85.3% |
| Participant deferral / active EE | $6,325 | $6,462-2.1% | $5,626+12.4% | $6,688-5.4% |
| Admin fee / account holder | $2,970 | $19,313-84.6% | $15,912-81.3% | $13,397-77.8% |