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 | $79,200 | $48,230+64.2% | $67,502+17.3% | $80,856-2.0% |
| Participation rate | 89.7% | 66.4%+23.3pp | 72.9%+16.8pp | 67.6%+22.0pp |
| Annual return | 11.42% | 18.28%-6.9pp | 3512.12%-3500.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $186 | $2,020-90.8% | $2,731-93.2% | $2,755-93.3% |
| Participant deferral / active EE | $1,670 | $2,924-42.9% | $4,000-58.2% | $4,296-61.1% |
| Admin fee / account holder | $1,268 | $3,681-65.6% | $3,998-68.3% | $6,918-81.7% |