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 | $24,197 | $103,376-76.6% | $87,100-72.2% | $152,861-84.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 22.27% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $438 | $3,220-86.4% | $2,521-82.6% | $4,762-90.8% |
| Participant deferral / active EE | $3,701 | $4,778-22.5% | $4,049-8.6% | $5,850-36.7% |
| Admin fee / account holder | $3,431 | $12,205-71.9% | $7,497-54.2% | $11,596-70.4% |