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 | $34,083 | $110,257-69.1% | $96,544-64.7% | $139,434-75.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 10.45% | 26.32%-15.9pp | 25.84%-15.4pp | 372.94%-362.5pp |
| Employer contribution / active EE | $387 | $3,620-89.3% | $2,965-87.0% | $4,751-91.9% |
| Participant deferral / active EE | $2,966 | $5,548-46.5% | $4,851-38.9% | $6,710-55.8% |
| Admin fee / account holder | $828 | $11,591-92.9% | $8,252-90.0% | $11,403-92.7% |