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 7-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 | $38,083 | $76,367-50.1% | $93,606-59.3% | $72,985-47.8% |
| Participation rate | 77.3% | 71.7%+5.5pp | 75.8%+1.4pp | 69.5%+7.8pp |
| Annual return | 20.03% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $300 | $2,275-86.8% | $2,718-88.9% | $2,440-87.7% |
| Participant deferral / active EE | $1,630 | $3,538-53.9% | $4,069-59.9% | $3,607-54.8% |
| Admin fee / account holder | $2,039 | $6,838-70.2% | $7,888-74.1% | $5,124-60.2% |