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 9-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 | $29,134 | $108,919-73.3% | $100,391-71.0% | $145,922-80.0% |
| Participation rate | 84.6% | 82.9%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 14.51% | 57.88%-43.4pp | 49.20%-34.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $60 | $4,419-98.6% | $3,942-98.5% | $4,660-98.7% |
| Participant deferral / active EE | $7,589 | $8,445-10.1% | $8,082-6.1% | $6,688+13.5% |
| Admin fee / account holder | $1,547 | $9,689-84.0% | $7,899-80.4% | $13,397-88.5% |