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 | $36,765 | $183,519-80.0% | $155,509-76.4% | $145,922-74.8% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 12.45% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $753 | $5,313-85.8% | $4,672-83.9% | $4,660-83.8% |
| Participant deferral / active EE | $4,198 | $6,462-35.0% | $5,626-25.4% | $6,688-37.2% |
| Admin fee / account holder | $1,378 | $19,313-92.9% | $15,912-91.3% | $13,397-89.7% |