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 | $71,027 | $165,335-57.0% | $149,696-52.6% | $158,922-55.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.57% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $300 | $5,103-94.1% | $4,644-93.5% | $4,761-93.7% |
| Participant deferral / active EE | $3,451 | $7,181-52.0% | $6,842-49.6% | $5,982-42.3% |
| Admin fee / account holder | $3,686 | $10,807-65.9% | $9,309-60.4% | $11,246-67.2% |