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 | $186,332 | $201,272-7.4% | $184,203+1.2% | $145,922+27.7% |
| Participation rate | 84.2% | 87.5%-3.3pp | 86.8%-2.6pp | 80.3%+3.9pp |
| Annual return | 11.83% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $919 | $7,022-86.9% | $6,427-85.7% | $4,660-80.3% |
| Participant deferral / active EE | $6,308 | $9,806-35.7% | $9,131-30.9% | $6,688-5.7% |
| Admin fee / account holder | $4,005 | $16,364-75.5% | $13,901-71.2% | $13,397-70.1% |