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 | $55,611 | $108,919-48.9% | $100,391-44.6% | $145,922-61.9% |
| Participation rate | 81.0% | 82.9%-2.0pp | 81.5%-0.5pp | 80.3%+0.7pp |
| Annual return | 15.14% | 57.88%-42.7pp | 49.20%-34.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $15,715 | $8,445+86.1% | $8,082+94.4% | $6,688+135.0% |
| Admin fee / account holder | $4,568 | $9,689-52.9% | $7,899-42.2% | $13,397-65.9% |