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 | $40,311 | $175,202-77.0% | $149,673-73.1% | $139,434-71.1% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 19.25% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $971 | $5,474-82.3% | $4,818-79.8% | $4,751-79.6% |
| Participant deferral / active EE | $5,465 | $6,519-16.2% | $5,680-3.8% | $6,710-18.6% |
| Admin fee / account holder | $571 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |