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 | $209,336-55.1% | $197,124-52.3% | $137,256-31.6% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 18.45% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,213 | $6,591-81.6% | $6,227-80.5% | $4,156-70.8% |
| Participant deferral / active EE | $12,899 | $9,614+34.2% | $9,135+41.2% | $6,407+101.3% |
| Admin fee / account holder | $1,153 | $17,308-93.3% | $16,298-92.9% | $12,270-90.6% |