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 | $100,295 | $157,256-36.2% | $141,162-29.0% | $152,861-34.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 21.91% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $757 | $5,261-85.6% | $4,735-84.0% | $4,762-84.1% |
| Participant deferral / active EE | $11,859 | $7,109+66.8% | $6,709+76.8% | $5,850+102.7% |
| Admin fee / account holder | $27,330 | $12,120+125.5% | $10,261+166.3% | $11,596+135.7% |