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 | $159,602-57.3% | $150,045-54.5% | $142,382-52.1% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.3%-8.4pp | 80.1%-6.2pp |
| Annual return | 12.84% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,082 | $8,310+9.3% | $7,997+13.6% | $6,507+39.6% |
| Admin fee / account holder | $19,195 | $14,846+29.3% | $13,435+42.9% | $12,624+52.1% |