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 6-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 | $53,942 | $148,534-63.7% | $135,903-60.3% | $139,434-61.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.46% | 79.19%-59.7pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $981 | $5,243-81.3% | $4,856-79.8% | $4,751-79.4% |
| Participant deferral / active EE | $4,990 | $8,100-38.4% | $7,758-35.7% | $6,710-25.6% |
| Admin fee / account holder | $1,798 | $12,400-85.5% | $10,762-83.3% | $11,403-84.2% |