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 | $50,453 | $176,056-71.3% | $159,436-68.4% | $167,490-69.9% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 19.31% | 331.75%-312.4pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $556 | $5,297-89.5% | $4,829-88.5% | $4,837-88.5% |
| Participant deferral / active EE | $8,931 | $7,750+15.2% | $7,352+21.5% | $6,341+40.8% |
| Admin fee / account holder | $512 | $12,554-95.9% | $10,799-95.3% | $12,309-95.8% |