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 | $70,187 | $183,519-61.8% | $155,509-54.9% | $145,922-51.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 32.94% | 61.17%-28.2pp | 64.67%-31.7pp | 561.29%-528.3pp |
| Employer contribution / active EE | $439 | $5,313-91.7% | $4,672-90.6% | $4,660-90.6% |
| Participant deferral / active EE | $12,538 | $6,462+94.0% | $5,626+122.9% | $6,688+87.5% |
| Admin fee / account holder | $797 | $19,313-95.9% | $15,912-95.0% | $13,397-94.1% |