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 7-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 | $33,878 | $175,202-80.7% | $149,673-77.4% | $139,434-75.7% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 19.51% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $425 | $5,474-92.2% | $4,818-91.2% | $4,751-91.1% |
| Participant deferral / active EE | $4,299 | $6,519-34.0% | $5,680-24.3% | $6,710-35.9% |
| Admin fee / account holder | $354 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |