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 9-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 | $23,904 | $111,535-78.6% | $105,223-77.3% | $137,256-82.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.70% | 237.85%-224.2pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $497 | $3,939-87.4% | $3,689-86.5% | $4,156-88.1% |
| Participant deferral / active EE | $3,339 | $5,500-39.3% | $5,072-34.2% | $6,407-47.9% |
| Admin fee / account holder | $2,686 | $9,721-72.4% | $8,859-69.7% | $12,270-78.1% |