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 | $39,523 | $179,726-78.0% | $156,263-74.7% | $142,382-72.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 34.40% | 77.86%-43.5pp | 59.47%-25.1pp | 217.08%-182.7pp |
| Employer contribution / active EE | $360 | $5,069-92.9% | $4,333-91.7% | $4,299-91.6% |
| Participant deferral / active EE | $9,649 | $6,956+38.7% | $6,158+56.7% | $6,507+48.3% |
| Admin fee / account holder | $342 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |