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 | $93,938 | $214,378-56.2% | $200,582-53.2% | $142,382-34.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 18.45% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,213 | $6,841-82.3% | $6,419-81.1% | $4,299-71.8% |
| Participant deferral / active EE | $12,899 | $9,865+30.8% | $9,331+38.2% | $6,507+98.2% |
| Admin fee / account holder | $1,153 | $17,692-93.5% | $16,305-92.9% | $12,624-90.9% |