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 | $36,862 | $80,724-54.3% | $103,333-64.3% | $74,495-50.5% |
| Participation rate | 83.0% | 65.7%+17.3pp | 74.5%+8.5pp | 67.2%+15.8pp |
| Annual return | 15.97% | 27.56%-11.6pp | 24.88%-8.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $712 | $3,157-77.4% | $3,868-81.6% | $2,623-72.8% |
| Participant deferral / active EE | $3,606 | $3,860-6.6% | $5,057-28.7% | $4,346-17.0% |
| Admin fee / account holder | $1,471 | $2,368-37.9% | $8,355-82.4% | $1,942-24.3% |