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 | $48,982 | $81,208-39.7% | $98,907-50.5% | $79,858-38.7% |
| Participation rate | 72.9% | 72.5%+0.4pp | 76.0%-3.2pp | 69.6%+3.2pp |
| Annual return | 11.06% | 60.99%-49.9pp | 196.43%-185.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $291 | $1,960-85.2% | $2,689-89.2% | $2,471-88.2% |
| Participant deferral / active EE | $1,507 | $3,265-53.9% | $4,244-64.5% | $3,740-59.7% |
| Admin fee / account holder | $626 | $6,013-89.6% | $6,642-90.6% | $5,306-88.2% |