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 | $99,842 | $201,272-50.4% | $184,203-45.8% | $145,922-31.6% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 11.77% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $827 | $7,022-88.2% | $6,427-87.1% | $4,660-82.2% |
| Participant deferral / active EE | $9,796 | $9,806-0.1% | $9,131+7.3% | $6,688+46.5% |
| Admin fee / account holder | $1,906 | $16,364-88.4% | $13,901-86.3% | $13,397-85.8% |