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 | $68,213 | $154,228-55.8% | $145,433-53.1% | $137,256-50.3% |
| Participation rate | 73.9% | 83.8%-9.9pp | 82.1%-8.2pp | 80.0%-6.0pp |
| Annual return | 12.84% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,082 | $8,216+10.5% | $7,897+15.0% | $6,407+41.8% |
| Admin fee / account holder | $19,195 | $14,344+33.8% | $13,129+46.2% | $12,270+56.4% |