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 | $69,583 | $177,572-60.8% | $154,803-55.1% | $142,382-51.1% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 12.19% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $606 | $4,810-87.4% | $4,305-85.9% | $4,299-85.9% |
| Participant deferral / active EE | $3,018 | $6,272-51.9% | $5,540-45.5% | $6,507-53.6% |
| Admin fee / account holder | $1,958 | $16,786-88.3% | $14,329-86.3% | $12,624-84.5% |