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 9-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 | $79,311 | $214,378-63.0% | $200,582-60.5% | $142,382-44.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.44% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,171 | $6,841-82.9% | $6,419-81.8% | $4,299-72.8% |
| Participant deferral / active EE | $10,327 | $9,865+4.7% | $9,331+10.7% | $6,507+58.7% |
| Admin fee / account holder | $883 | $17,692-95.0% | $16,305-94.6% | $12,624-93.0% |