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 | $37,054 | $148,534-75.1% | $135,903-72.7% | $139,434-73.4% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 16.14% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $831 | $5,243-84.1% | $4,856-82.9% | $4,751-82.5% |
| Participant deferral / active EE | $6,298 | $8,100-22.2% | $7,758-18.8% | $6,710-6.1% |
| Admin fee / account holder | $3,562 | $12,400-71.3% | $10,762-66.9% | $11,403-68.8% |