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 | $76,732 | $185,822-58.7% | $169,993-54.9% | $139,434-45.0% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 18.01% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $824 | $7,590-89.1% | $6,785-87.9% | $4,751-82.7% |
| Participant deferral / active EE | $7,401 | $11,622-36.3% | $10,408-28.9% | $6,710+10.3% |
| Admin fee / account holder | $1,226 | $15,381-92.0% | $12,815-90.4% | $11,403-89.2% |