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 6-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 | $38,159 | $175,202-78.2% | $149,673-74.5% | $139,434-72.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 13.28% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $887 | $5,474-83.8% | $4,818-81.6% | $4,751-81.3% |
| Participant deferral / active EE | $3,126 | $6,519-52.0% | $5,680-45.0% | $6,710-53.4% |
| Admin fee / account holder | $8,060 | $16,150-50.1% | $13,210-39.0% | $11,403-29.3% |